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Disclosery

Newton One Investments LLC: SPY position timeline

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

Newton One Investments LLC held 1,487 SPY 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 1,487 shares
    Change vs previous 13F +4 shares

    0.29% of the 13F portfolio, value $1,133,967.

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

  2. period ended2026-06-30
    13F 1,483 shares
    Change vs previous 13F -9 shares

    0.28% of the 13F portfolio, value $1,107,508.

    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 1,492 shares
    Change vs previous 13F +4 shares

    0.26% of the 13F portfolio, value $970,501.

    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 1,488 shares
    Change vs previous 13F -59 shares

    0.3% of the 13F portfolio, value $1,014,704.

    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 1,547 shares
    Change vs previous 13F -1,419 shares

    0.31% of the 13F portfolio, value $1,030,488.

    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 2,966 shares
    Change vs previous 13F +45 shares

    0.58% of the 13F portfolio, value $1,832,291.

    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 2,921 shares
    Change vs previous 13F -36 shares

    0.58% of the 13F portfolio, value $1,633,918.

    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 2,957 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $1,733,311.

    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).