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Newton One Investments LLC: D position timeline

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

Newton One Investments LLC held 156 D 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 156 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $9,466.

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

  2. period ended2026-06-30
    13F 155 shares
    Change vs previous 13F +2 shares

    <0.01% of the 13F portfolio, value $10,570.

    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 153 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $9,477.

    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 152 shares
    Change vs previous 13F +2 shares

    <0.01% of the 13F portfolio, value $8,884.

    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 150 shares
    Change vs previous 13F +2 shares

    <0.01% of the 13F portfolio, value $9,167.

    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 148 shares
    Change vs previous 13F +2 shares

    <0.01% of the 13F portfolio, value $8,376.

    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 146 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $8,209.

    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 145 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,791.

    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).