EverSource Wealth Advisors »

Newtek Business Svcs shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth Advisors investment in Newtek Business Svcs

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Newtek Business Svcs by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $12k 1.1k 11.35
2025-09-30 $14k 1.2k 11.45
2025-06-30 $8.8k 784 11.28
2024-12-31 $13 1 13.00

More positions owned by EverSource Wealth Advisors

Vanguard Growth Etf Etf (VUG)
Vanguard Value Etf Etf (VTV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
iShares Gold Trust ETF Etf (IAU)
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Apple Stock (AAPL)
Praxis Impact Large Cap Growth Etf Etf (PRXG)
Nvidia Corporation Stock (NVDA)
Praxis Impact Large Cap Value Etf Etf (PRXV)
Apollo Global Mgmt Stock (APO)
Tesla Stock (TSLA)
Microsoft Corp Stock (MSFT)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)
Vanguard 0-3 Month Treasury Bill Etf Etf (VBIL)

View all positions for EverSource Wealth Advisors

Top funds holding Newtek Business Svcs

Patriot Financial Partners GP II
BlackRock
Vanguard Group
Geode Capital Management
AQR Capital Management
Goldman Sachs Group
Marshall Wace
State Street Corporation
North Reef Capital Management
Royce & Associates
D. E. Shaw & Co
Nuveen
Connor, Clark & Lunn Investment Management
Two Sigma Investments
Jpmorgan Chase & Co

View all funds holding Newtek Business Svcs