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Disclosery

Newton One Investments LLC: IWM position timeline

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

Newton One Investments LLC held 313 IWM 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 313 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $87,061.

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

  2. period ended2026-06-30
    13F 313 shares
    Change vs previous 13F -4 shares

    0.02% of the 13F portfolio, value $93,948.

    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 317 shares
    Change vs previous 13F -12 shares

    0.02% of the 13F portfolio, value $78,654.

    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 329 shares
    Change vs previous 13F +1 shares

    0.02% of the 13F portfolio, value $80,922.

    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 328 shares
    Change vs previous 13F +1 shares

    0.02% of the 13F portfolio, value $79,344.

    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 327 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $70,618.

    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 327 shares
    Change vs previous 13F -93 shares

    0.02% of the 13F portfolio, value $65,153.

    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 420 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $92,814.

    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).