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Disclosery

Newton One Investments LLC: IVV position timeline

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

Newton One Investments LLC held 72,983 IVV 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 72,983 shares
    Change vs previous 13F -124 shares

    14.26% of the 13F portfolio, value $55,893,811.

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

  2. period ended2026-06-30
    13F 73,107 shares
    Change vs previous 13F -2,264 shares

    13.79% of the 13F portfolio, value $54,749,182.

    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 75,371 shares
    Change vs previous 13F -1,121 shares

    13.36% of the 13F portfolio, value $49,232,792.

    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 76,492 shares
    Change vs previous 13F -2,208 shares

    15.45% of the 13F portfolio, value $52,392,487.

    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 78,700 shares
    Change vs previous 13F +6,001 shares

    15.6% of the 13F portfolio, value $52,673,830.

    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 72,699 shares
    Change vs previous 13F +32,058 shares

    14.2% of the 13F portfolio, value $45,138,869.

    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 40,641 shares
    Change vs previous 13F +36,541 shares

    8.17% of the 13F portfolio, value $22,836,339.

    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 4,100 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $2,413,364.

    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).