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Newton One Investments LLC: VSS position timeline

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

Newton One Investments LLC held 67,368 VSS 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 67,368 shares
    Change vs previous 13F +675 shares

    2.67% of the 13F portfolio, value $10,458,951.

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

  2. period ended2026-06-30
    13F 66,693 shares
    Change vs previous 13F -504 shares

    2.59% of the 13F portfolio, value $10,290,065.

    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 67,197 shares
    Change vs previous 13F +43,693 shares

    2.66% of the 13F portfolio, value $9,796,594.

    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 23,504 shares
    Change vs previous 13F +603 shares

    0.99% of the 13F portfolio, value $3,368,819.

    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 22,901 shares
    Change vs previous 13F -380 shares

    0.97% of the 13F portfolio, value $3,264,509.

    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 23,281 shares
    Change vs previous 13F +345 shares

    0.98% of the 13F portfolio, value $3,128,731.

    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 22,936 shares
    Change vs previous 13F +2,078 shares

    0.95% of the 13F portfolio, value $2,651,455.

    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 20,858 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $2,387,879.

    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).