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Newtek Business Svcs shares owned by Beacon Investment Advisors

Quarter-by-quarter ownership of Newtek Business Svcs (NEWT) shares owned by Beacon Investment Advisors from 13F filings

Historical chart of Beacon Investment Advisors investment in Newtek Business Svcs

Tip: Access up to 7 years of quarterly data

All positions including Newtek Business Svcs held by Beacon Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Newtek Business Svcs by Beacon Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $185k 16k 11.45
2025-06-30 $289k 26k 11.31
2025-03-31 $303k 25k 11.96
2024-12-31 $323k 25k 12.77
2024-09-30 $305k 25k 12.46
2024-06-30 $287k 23k 12.57
2024-03-31 $232k 21k 11.00
2023-09-30 $216k 15k 14.75
2023-06-30 $225k 14k 15.90
2023-03-31 $157k 12k 12.80
2022-12-31 $193k 12k 16.25