Newtek Business Svcs shares owned by LPL Financial
Quarter-by-quarter ownership of Newtek Business Svcs (NEWT) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in Newtek Business Svcs
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Quarterly reported holdings in Newtek Business Svcs by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $234k | 20k | 11.45 |
| 2025-06-30 | $237k | 21k | 11.28 |
| 2025-03-31 | $212k | 18k | 11.96 |
| 2024-12-31 | $309k | 24k | 12.77 |
| 2024-09-30 | $309k | 25k | 12.46 |
| 2024-06-30 | $318k | 25k | 12.57 |
| 2024-03-31 | $311k | 28k | 11.00 |
| 2023-09-30 | $503k | 34k | 14.75 |
| 2023-06-30 | $574k | 36k | 15.90 |
| 2023-03-31 | $499k | 39k | 12.80 |
| 2022-12-31 | $620k | 38k | 16.25 |
| 2022-09-30 | $653k | 40k | 16.33 |
| 2022-06-30 | $790k | 42k | 18.93 |
| 2022-03-31 | $365k | 14k | 26.71 |
| 2021-12-31 | $716k | 26k | 27.64 |
| 2021-09-30 | $410k | 15k | 27.74 |
| 2021-06-30 | $1.4M | 40k | 34.92 |
| 2021-03-31 | $478k | 18k | 26.69 |
| 2020-12-31 | $230k | 12k | 19.69 |
| 2020-09-30 | $235k | 13k | 18.56 |
| 2020-06-30 | $230k | 13k | 18.21 |
| 2020-03-31 | $179k | 14k | 13.21 |
| 2019-12-31 | $435k | 19k | 22.64 |
| 2019-09-30 | $466k | 21k | 22.56 |
| 2019-06-30 | $490k | 21k | 23.01 |
| 2019-03-31 | $436k | 22k | 19.63 |
| 2018-12-31 | $434k | 25k | 17.44 |
| 2018-09-30 | $572k | 27k | 20.96 |
| 2018-06-30 | $291k | 15k | 19.94 |
| 2018-03-31 | $346k | 19k | 18.06 |
| 2017-12-31 | $210k | 11k | 18.52 |
| 2017-09-30 | $212k | 12k | 17.83 |
| 2017-06-30 | $299k | 18k | 16.31 |