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Disclosery

NewEdge Wealth, LLC: IWM position timeline

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

NewEdge Wealth, LLC held 21,957 IWM 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 21,957 shares
    Change vs previous 13F -149 shares

    0.07% of the 13F portfolio, value $6,597,089.

    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 22,106 shares
    Change vs previous 13F -9,951 shares

    0.07% of the 13F portfolio, value $5,482,379.

    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 32,057 shares
    Change vs previous 13F +8,826 shares

    0.09% of the 13F portfolio, value $7,891,244.

    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 23,231 shares
    Change vs previous 13F +4,719 shares

    0.08% of the 13F portfolio, value $5,684,088.

    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 18,512 shares
    Change vs previous 13F +106 shares

    0.06% of the 13F portfolio, value $4,069,679.

    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 18,406 shares
    Change vs previous 13F -3,456 shares

    0.07% of the 13F portfolio, value $3,671,880.

    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 21,862 shares
    Change vs previous 13F +6,670 shares

    0.08% of the 13F portfolio, value $4,830,614.

    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 15,192 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,355,809.

    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).