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Disclosery

Newton One Investments LLC: IJR position timeline

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

Newton One Investments LLC held 134,444 IJR 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 134,444 shares
    Change vs previous 13F +1,992 shares

    4.67% of the 13F portfolio, value $18,289,775.

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

  2. period ended2026-06-30
    13F 132,452 shares
    Change vs previous 13F -3,692 shares

    4.95% of the 13F portfolio, value $19,643,983.

    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 136,144 shares
    Change vs previous 13F +103,683 shares

    4.59% of the 13F portfolio, value $16,924,068.

    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 32,461 shares
    Change vs previous 13F +693 shares

    1.15% of the 13F portfolio, value $3,901,176.

    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 31,768 shares
    Change vs previous 13F -220 shares

    1.12% of the 13F portfolio, value $3,774,989.

    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 31,988 shares
    Change vs previous 13F +3,016 shares

    1.1% of the 13F portfolio, value $3,495,946.

    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 28,972 shares
    Change vs previous 13F -5,333 shares

    1.08% of the 13F portfolio, value $3,029,560.

    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 34,305 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $3,952,590.

    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).