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Newtek Business Svcs shares owned by Cornerstone Planning Group

Quarter-by-quarter ownership of Newtek Business Svcs (NEWT) shares owned by Cornerstone Planning Group from 13F filings

Historical chart of Cornerstone Planning Group investment in Newtek Business Svcs

Tip: Access up to 7 years of quarterly data

All positions including Newtek Business Svcs held by Cornerstone Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Newtek Business Svcs by Cornerstone Planning Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $6 2 3.00
2025-06-30 $569 50 11.38
2025-03-31 $532 50 10.64
2024-12-31 $1.5k 112 13.34
2024-09-30 $1.5k 112 13.40
2024-03-31 $1.2k 112 11.16