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Disclosery

Newton One Investments LLC: BND position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Newton One Investments LLC on BND, newest first. How the timeline and the estimate are built.

Newton One Investments LLC held 781,829 BND shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 781,829 shares
    Change vs previous 13F +25,034 shares

    13.99% of the 13F portfolio, value $54,845,330.

    13F-HR 0001842787-26-000007 filed by Newton One Investments LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 756,795 shares
    Change vs previous 13F -29,970 shares

    13.99% of the 13F portfolio, value $55,556,316.

    13F-HR 0001842787-26-000005 filed by Newton One Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 786,765 shares
    Change vs previous 13F +26,877 shares

    15.72% of the 13F portfolio, value $57,937,396.

    13F-HR 0001842787-26-000003 filed by Newton One Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 759,888 shares
    Change vs previous 13F +3,240 shares

    16.6% of the 13F portfolio, value $56,284,925.

    13F-HR 0001842787-26-000001 filed by Newton One Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 756,648 shares
    Change vs previous 13F +7,505 shares

    16.66% of the 13F portfolio, value $56,271,949.

    13F-HR 0001842787-25-000009 filed by Newton One Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 749,143 shares
    Change vs previous 13F -2,531 shares

    17.36% of the 13F portfolio, value $55,159,406.

    13F-HR 0001842787-25-000007 filed by Newton One Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 751,674 shares
    Change vs previous 13F +35,915 shares

    19.74% of the 13F portfolio, value $55,210,491.

    13F-HR 0001842787-25-000006 filed by Newton One Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 715,759 shares
    Change vs previous 13F not available

    19.84% of the 13F portfolio, value $51,470,213.

    13F-HR 0001842787-25-000001 filed by Newton One Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).