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Disclosery

Newton One Investments LLC: IWD position timeline

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

Newton One Investments LLC held 48,535 IWD 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 48,535 shares
    Change vs previous 13F -1,585 shares

    3.07% of the 13F portfolio, value $12,033,278.

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

  2. period ended2026-06-30
    13F 50,120 shares
    Change vs previous 13F -586 shares

    3.06% of the 13F portfolio, value $12,150,640.

    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 50,706 shares
    Change vs previous 13F -821 shares

    2.94% of the 13F portfolio, value $10,834,435.

    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 51,527 shares
    Change vs previous 13F -137 shares

    3.2% of the 13F portfolio, value $10,838,189.

    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 51,664 shares
    Change vs previous 13F +102 shares

    3.11% of the 13F portfolio, value $10,518,321.

    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 51,562 shares
    Change vs previous 13F +160 shares

    3.15% of the 13F portfolio, value $10,014,886.

    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 51,402 shares
    Change vs previous 13F -346 shares

    3.46% of the 13F portfolio, value $9,671,867.

    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 51,748 shares
    Change vs previous 13F not available

    3.69% of the 13F portfolio, value $9,580,058.

    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).