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Disclosery

Newton One Investments LLC: IVW position timeline

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

Newton One Investments LLC held 3,465 IVW 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 3,465 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $492,910.

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

  2. period ended2026-06-30
    13F 3,465 shares
    Change vs previous 13F -232 shares

    0.12% of the 13F portfolio, value $476,522.

    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 3,697 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $418,151.

    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 3,697 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $455,674.

    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 3,697 shares
    Change vs previous 13F -438 shares

    0.13% of the 13F portfolio, value $446,284.

    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 4,135 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $455,248.

    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 4,135 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $383,839.

    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 4,135 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $419,812.

    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).