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Disclosery

Newton One Investments LLC: VT position timeline

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

Newton One Investments LLC held 6,719 VT 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 6,719 shares
    Change vs previous 13F -185 shares

    0.27% of the 13F portfolio, value $1,060,610.

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

  2. period ended2026-06-30
    13F 6,904 shares
    Change vs previous 13F -357 shares

    0.27% of the 13F portfolio, value $1,083,598.

    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 7,261 shares
    Change vs previous 13F -1,177 shares

    0.27% of the 13F portfolio, value $1,004,355.

    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 8,438 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $1,190,222.

    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 8,438 shares
    Change vs previous 13F -350 shares

    0.34% of the 13F portfolio, value $1,162,715.

    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 8,788 shares
    Change vs previous 13F -3,310 shares

    0.36% of the 13F portfolio, value $1,129,390.

    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 12,098 shares
    Change vs previous 13F -25,457 shares

    0.5% of the 13F portfolio, value $1,402,751.

    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 37,555 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $4,412,014.

    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).