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Newtek Business Svcs shares owned by Efficient Wealth Management

Quarter-by-quarter ownership of Newtek Business Svcs (NEWT) shares owned by Efficient Wealth Management from 13F filings

Historical chart of Efficient Wealth Management investment in Newtek Business Svcs

Tip: Access up to 7 years of quarterly data

All positions including Newtek Business Svcs held by Efficient Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Newtek Business Svcs by Efficient Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.0k 600 10.00
2025-06-30 $6.0k 600 10.00
2024-12-31 $5.0k 400 12.50
2024-09-30 $4.0k 400 10.00

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Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Total Stk Mkt (VTI)
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Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Growth Etf (VUG)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Efficient Wealth Management

Top funds holding Newtek Business Svcs

BlackRock
Vanguard Group
Geode Capital Management
AQR Capital Management
Marshall Wace
State Street Corporation
North Reef Capital Management
Royce & Associates
D. E. Shaw & Co
Bank of New York Mellon
Segall Bryant & Hamill
Goldman Sachs Group
Connor, Clark & Lunn Investment Management
Two Sigma Investments
Jpmorgan Chase & Co

View all funds holding Newtek Business Svcs