Skip to content
Disclosery

Newton One Investments LLC: SCHC position timeline

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

Newton One Investments LLC held 1,632 SCHC 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 1,632 shares
    Change vs previous 13F -272 shares

    0.02% of the 13F portfolio, value $81,159.

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

  2. period ended2026-06-30
    13F 1,904 shares
    Change vs previous 13F +5 shares

    0.02% of the 13F portfolio, value $91,604.

    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 1,899 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $88,777.

    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 1,899 shares
    Change vs previous 13F +64 shares

    0.03% of the 13F portfolio, value $86,479.

    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 1,835 shares
    Change vs previous 13F -1,963 shares

    0.02% of the 13F portfolio, value $83,519.

    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 3,798 shares
    Change vs previous 13F +8 shares

    0.05% of the 13F portfolio, value $161,764.

    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 3,790 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $135,980.

    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 3,790 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $130,106.

    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).