Newtek Business Svcs shares owned by Tradition Wealth Management
Quarter-by-quarter ownership of Newtek Business Svcs (NEWT) shares owned by Tradition Wealth Management
from 13F filings
Historical chart of Tradition Wealth Management investment in Newtek Business Svcs
Tip: Access up to 7 years of quarterly data
All positions including Newtek Business Svcs held by Tradition Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv

Quarterly reported holdings in Newtek Business Svcs by Tradition Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $154k | 12k | 12.46 |
2024-06-30 | $191k | 15k | 12.57 |
2024-03-31 | $176k | 16k | 11.00 |
2023-12-31 | $217k | 16k | 13.78 |
2023-09-30 | $232k | 16k | 14.73 |
2023-06-30 | $248k | 16k | 15.89 |
2023-03-31 | $197k | 15k | 12.78 |
2022-12-31 | $241k | 15k | 16.25 |
2022-09-30 | $233k | 14k | 16.29 |
2022-06-30 | $263k | 14k | 18.93 |
2022-03-31 | $329k | 12k | 26.71 |
2021-12-31 | $340k | 12k | 27.60 |
2021-09-30 | $292k | 11k | 27.69 |
2021-06-30 | $375k | 11k | 34.91 |
2021-03-31 | $203k | 7.6k | 26.70 |
2020-12-31 | $119k | 6.0k | 19.74 |
More positions owned by Tradition Wealth Management
View all positions for Tradition Wealth Management