NewEdge Advisors, LLC
Position in IVES — Dan IVES Wedbush AI Revolution ETF
CIK 1633516
NEW ORLEANS, LA
Position in IVES
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,569,125
+$6,432,966 QoQ
Shares Held
172,418
+26.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#3
of 52 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in IVES Over Time
Shares Held
Position Value (USD)
All Filings in IVES
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,569,125 | 172,418 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $136,159 | 136,159 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $4,111,639 | 130,074 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $3,050,661 | 94,977 | Shares | Sole | 2025-11-17 | |
| No filing history on record for this holder in this stock. | ||||||