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Newtek Business Svcs shares owned by JFS Wealth Advisors

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

Historical chart of JFS Wealth Advisors investment in Newtek Business Svcs

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Newtek Business Svcs by JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.1k 142 15.00

More positions owned by JFS Wealth Advisors

Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr National Mun Etf (MUB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for JFS Wealth Advisors

Top funds holding Newtek Business Svcs

Patriot Financial Partners GP II
BlackRock
Vanguard Capital Management
T. Rowe Price Associates
Goldman Sachs Group
Geode Capital Management
Marshall Wace
AQR Capital Management
State Street Corporation
Royce & Associates
Connor, Clark & Lunn Investment Management
Morgan Stanley
Franklin Resources
Nuveen
Two Sigma Investments

View all funds holding Newtek Business Svcs