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
Download as csvQuarterly 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 |
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