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Disclosery

Newton One Investments LLC: VTI position timeline

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

Newton One Investments LLC held 26,664 VTI 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 26,664 shares
    Change vs previous 13F -1,395 shares

    2.55% of the 13F portfolio, value $9,978,846.

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

  2. period ended2026-06-30
    13F 28,059 shares
    Change vs previous 13F -277 shares

    2.61% of the 13F portfolio, value $10,382,897.

    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 28,336 shares
    Change vs previous 13F +715 shares

    2.47% of the 13F portfolio, value $9,090,362.

    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 27,621 shares
    Change vs previous 13F -808 shares

    2.73% of the 13F portfolio, value $9,260,632.

    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 28,429 shares
    Change vs previous 13F -1,337 shares

    2.76% of the 13F portfolio, value $9,329,395.

    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 29,766 shares
    Change vs previous 13F -1,598 shares

    2.85% of the 13F portfolio, value $9,046,715.

    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 31,364 shares
    Change vs previous 13F +1,190 shares

    3.08% of the 13F portfolio, value $8,620,125.

    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 30,174 shares
    Change vs previous 13F not available

    3.37% of the 13F portfolio, value $8,744,714.

    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).