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Newtek Business Svcs shares owned by TopTier Wealth Management

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

Historical chart of TopTier Wealth Management investment in Newtek Business Svcs

Tip: Access up to 7 years of quarterly data

All positions including Newtek Business Svcs held by TopTier 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 TopTier Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $307 28 10.96

More positions owned by TopTier Wealth Management

Wisdomtree Tr Us Qtly Div Grt (DGRW)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Us Largecap Divd (DLN)
Wisdomtree Tr Us Smallcap Fund (EES)
Wisdomtree Tr Us Largecap Fund (EPS)
Ea Series Trust Alpha Arch 1-3 (BOXX)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Wisdomtree Tr Us Midcap Fund (EZM)
Vanguard Index Fds Total Stk Mkt (VTI)
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)
Ishares Tr Core S&p Scp Etf (IJR)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)
Wisdomtree Tr Intl Equity Fd (DWM)
Wisdomtree Tr Us Smallcap Divd (DES)

View all positions for TopTier Wealth Management

Top funds holding Newtek Business Svcs

Patriot Financial Partners GP II
BlackRock
Vanguard Group
Vanguard Capital Management
Goldman Sachs Group
Geode Capital Management
AQR Capital Management
Marshall Wace
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