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Disclosery

NewEdge Wealth, LLC: IWN position timeline

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

NewEdge Wealth, LLC held 17,800 IWN 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 17,800 shares
    Change vs previous 13F +12,098 shares

    0.04% of the 13F portfolio, value $3,937,396.

    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 5,702 shares
    Change vs previous 13F -5,013 shares

    0.01% of the 13F portfolio, value $1,081,047.

    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 10,715 shares
    Change vs previous 13F +5,059 shares

    0.02% of the 13F portfolio, value $1,941,668.

    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 5,656 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $1,000,829.

    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 5,656 shares
    Change vs previous 13F +1,442 shares

    0.01% of the 13F portfolio, value $909,259.

    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 4,214 shares
    Change vs previous 13F -2,305 shares

    0.01% of the 13F portfolio, value $636,230.

    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 6,519 shares
    Change vs previous 13F +2,470 shares

    0.02% of the 13F portfolio, value $1,070,224.

    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 4,049 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $675,454.

    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).