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Disclosery

NewEdge Wealth, LLC: IWF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NewEdge Wealth, LLC on IWF, newest first. How the timeline and the estimate are built.

NewEdge Wealth, LLC held 1,019,850 IWF shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,019,850 shares
    Change vs previous 13F +776,239 shares

    1.28% of the 13F portfolio, value $126,634,823.

    13F-HR 0001580642-26-005094 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 243,611 shares
    Change vs previous 13F -27,440 shares

    1.24% of the 13F portfolio, value $103,875,700.

    13F-HR 0001580642-26-003156 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 271,051 shares
    Change vs previous 13F +155,962 shares

    1.45% of the 13F portfolio, value $128,288,533.

    13F-HR 0001580642-26-000700 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 115,089 shares
    Change vs previous 13F -1,046 shares

    0.79% of the 13F portfolio, value $55,239,427.

    13F-HR 0001580642-25-007152 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 116,135 shares
    Change vs previous 13F +1,897 shares

    0.8% of the 13F portfolio, value $51,365,538.

    13F-HR 0001580642-25-005035 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 114,238 shares
    Change vs previous 13F -9,786 shares

    0.75% of the 13F portfolio, value $41,250,047.

    13F-HR 0001580642-25-003038 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 124,024 shares
    Change vs previous 13F +8,483 shares

    0.86% of the 13F portfolio, value $49,805,380.

    13F-HR 0001580642-25-000776 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 115,541 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $43,371,938.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).