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Disclosery

Newton One Investments LLC: IWO position timeline

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

Newton One Investments LLC held 2,193 IWO 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 2,193 shares
    Change vs previous 13F -26 shares

    0.2% of the 13F portfolio, value $782,805.

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

  2. period ended2026-06-30
    13F 2,219 shares
    Change vs previous 13F -83 shares

    0.22% of the 13F portfolio, value $874,257.

    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 2,302 shares
    Change vs previous 13F -78 shares

    0.2% of the 13F portfolio, value $722,341.

    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 2,380 shares
    Change vs previous 13F -88 shares

    0.23% of the 13F portfolio, value $768,824.

    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 2,468 shares
    Change vs previous 13F -17 shares

    0.23% of the 13F portfolio, value $790,009.

    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 2,485 shares
    Change vs previous 13F +3 shares

    0.22% of the 13F portfolio, value $710,348.

    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 2,482 shares
    Change vs previous 13F +67 shares

    0.23% of the 13F portfolio, value $634,325.

    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 2,415 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $695,146.

    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).