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Disclosery

Newton One Investments LLC: IWV position timeline

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

Newton One Investments LLC held 464 IWV 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 464 shares
    Change vs previous 13F -5 shares

    0.05% of the 13F portfolio, value $200,462.

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

  2. period ended2026-06-30
    13F 469 shares
    Change vs previous 13F -4 shares

    0.05% of the 13F portfolio, value $200,115.

    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 473 shares
    Change vs previous 13F -113 shares

    0.05% of the 13F portfolio, value $175,426.

    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 586 shares
    Change vs previous 13F +1 shares

    0.07% of the 13F portfolio, value $226,809.

    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 585 shares
    Change vs previous 13F +2 shares

    0.07% of the 13F portfolio, value $221,554.

    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 583 shares
    Change vs previous 13F +1 shares

    0.06% of the 13F portfolio, value $204,709.

    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 582 shares
    Change vs previous 13F -63 shares

    0.07% of the 13F portfolio, value $184,770.

    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 645 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $215,426.

    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).