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Disclosery

Newton One Investments LLC: IWF position timeline

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

Newton One Investments LLC held 3,590 IWF 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 3,590 shares
    Change vs previous 13F -165 shares

    0.11% of the 13F portfolio, value $449,719.

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

  2. period ended2026-06-30
    13F 3,755 shares
    Change vs previous 13F +2,694 shares

    0.12% of the 13F portfolio, value $466,294.

    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 1,061 shares
    Change vs previous 13F -14 shares

    0.12% of the 13F portfolio, value $452,530.

    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 1,075 shares
    Change vs previous 13F -12 shares

    0.15% of the 13F portfolio, value $508,930.

    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 1,087 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $509,293.

    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 1,087 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $461,637.

    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 1,087 shares
    Change vs previous 13F -25 shares

    0.14% of the 13F portfolio, value $392,606.

    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 1,112 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $446,670.

    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).