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Disclosery

Newton One Investments LLC: VTV position timeline

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

Newton One Investments LLC held 146,946 VTV 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 146,946 shares
    Change vs previous 13F -287 shares

    8.1% of the 13F portfolio, value $31,752,039.

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

  2. period ended2026-06-30
    13F 147,233 shares
    Change vs previous 13F -160 shares

    8.08% of the 13F portfolio, value $32,086,467.

    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 147,393 shares
    Change vs previous 13F +120,991 shares

    7.85% of the 13F portfolio, value $28,918,419.

    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 26,402 shares
    Change vs previous 13F +658 shares

    1.49% of the 13F portfolio, value $5,042,455.

    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 25,744 shares
    Change vs previous 13F +400 shares

    1.42% of the 13F portfolio, value $4,801,040.

    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 25,344 shares
    Change vs previous 13F +1,522 shares

    1.41% of the 13F portfolio, value $4,479,307.

    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 23,822 shares
    Change vs previous 13F -9 shares

    1.47% of the 13F portfolio, value $4,115,021.

    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 23,831 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $4,034,576.

    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).