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Disclosery

NewEdge Wealth, LLC: IWS position timeline

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

NewEdge Wealth, LLC held 38,987 IWS 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 38,987 shares
    Change vs previous 13F -105 shares

    0.06% of the 13F portfolio, value $6,417,334.

    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 39,092 shares
    Change vs previous 13F -1,873 shares

    0.07% of the 13F portfolio, value $5,697,217.

    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 40,965 shares
    Change vs previous 13F +334 shares

    0.07% of the 13F portfolio, value $5,778,095.

    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 40,631 shares
    Change vs previous 13F -421 shares

    0.08% of the 13F portfolio, value $5,605,459.

    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 41,052 shares
    Change vs previous 13F +1,289 shares

    0.09% of the 13F portfolio, value $5,497,290.

    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 39,763 shares
    Change vs previous 13F -2,414 shares

    0.09% of the 13F portfolio, value $5,008,990.

    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 42,177 shares
    Change vs previous 13F +624 shares

    0.09% of the 13F portfolio, value $5,455,178.

    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 41,553 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $5,495,449.

    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).