Newtek Business Svcs shares owned by Creative Planning
Quarter-by-quarter ownership of Newtek Business Svcs (NEWT) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Newtek Business Svcs
Tip: Access up to 7 years of quarterly data
All positions including Newtek Business Svcs held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Newtek Business Svcs by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $516k | 45k | 11.45 |
| 2025-03-31 | $208k | 17k | 11.96 |
| 2024-12-31 | $158k | 12k | 12.77 |
| 2017-06-30 | $33k | 2.0k | 16.50 |
| 2017-03-31 | $19k | 1.1k | 16.84 |
| 2016-12-31 | $86k | 5.4k | 15.81 |
| 2016-09-30 | $78k | 5.4k | 14.34 |
| 2016-06-30 | $70k | 5.5k | 12.79 |
| 2016-03-31 | $55k | 4.4k | 12.39 |
| 2015-12-31 | $49k | 3.4k | 14.24 |
| 2015-09-30 | $3.0k | 200 | 15.00 |
| 2015-03-31 | $10k | 630 | 15.87 |