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Disclosery

Newton One Investments LLC: USMV position timeline

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

Newton One Investments LLC held 123 USMV 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 123 shares
    Change vs previous 13F -206 shares

    <0.01% of the 13F portfolio, value $11,986.

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

  2. period ended2026-06-30
    13F 329 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $31,736.

    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 329 shares
    Change vs previous 13F -39 shares

    0.01% of the 13F portfolio, value $30,512.

    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 368 shares
    Change vs previous 13F -238 shares

    0.01% of the 13F portfolio, value $34,651.

    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 606 shares
    Change vs previous 13F -76 shares

    0.02% of the 13F portfolio, value $57,655.

    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 682 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $64,020.

    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 682 shares
    Change vs previous 13F -68 shares

    0.02% of the 13F portfolio, value $63,877.

    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 750 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $66,593.

    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).