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Disclosery

Newton One Investments LLC: VBR position timeline

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

Newton One Investments LLC held 9,704 VBR 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 9,704 shares
    Change vs previous 13F -279 shares

    0.57% of the 13F portfolio, value $2,241,921.

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

  2. period ended2026-06-30
    13F 9,983 shares
    Change vs previous 13F -168 shares

    0.61% of the 13F portfolio, value $2,425,798.

    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 10,151 shares
    Change vs previous 13F -104 shares

    0.6% of the 13F portfolio, value $2,205,251.

    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 10,255 shares
    Change vs previous 13F +34 shares

    0.64% of the 13F portfolio, value $2,171,990.

    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 10,221 shares
    Change vs previous 13F +17 shares

    0.63% of the 13F portfolio, value $2,133,313.

    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 10,204 shares
    Change vs previous 13F -165 shares

    0.63% of the 13F portfolio, value $1,989,805.

    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 10,369 shares
    Change vs previous 13F +107 shares

    0.69% of the 13F portfolio, value $1,931,553.

    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 10,262 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $2,033,763.

    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).