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Disclosery

NewEdge Wealth, LLC: IWR position timeline

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

NewEdge Wealth, LLC held 86,336 IWR 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 86,336 shares
    Change vs previous 13F -3,038 shares

    0.1% of the 13F portfolio, value $9,524,606.

    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 89,374 shares
    Change vs previous 13F +6,153 shares

    0.1% of the 13F portfolio, value $8,689,823.

    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 83,221 shares
    Change vs previous 13F -4,159 shares

    0.09% of the 13F portfolio, value $8,011,647.

    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 87,380 shares
    Change vs previous 13F +2,554 shares

    0.12% of the 13F portfolio, value $8,315,097.

    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 84,826 shares
    Change vs previous 13F +3,421 shares

    0.12% of the 13F portfolio, value $7,902,374.

    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 81,405 shares
    Change vs previous 13F +5,224 shares

    0.13% of the 13F portfolio, value $6,925,082.

    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 76,181 shares
    Change vs previous 13F -1,128 shares

    0.12% of the 13F portfolio, value $6,734,418.

    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 77,309 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $6,813,999.

    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).