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Newtek Business Svcs shares owned by True Wealth Design

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

Historical chart of True Wealth Design investment in Newtek Business Svcs

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Newtek Business Svcs by True Wealth Design

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0k 171 11.45
2025-06-30 $779 69 11.29
2025-03-31 $276 23 12.00

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Dimensional Etf Trust Us Equity Market (DFUS)
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Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for True Wealth Design

Top funds holding Newtek Business Svcs

BlackRock
Vanguard Group
Geode Capital Management
AQR Capital Management
Marshall Wace
State Street Corporation
North Reef Capital Management
Royce & Associates
D. E. Shaw & Co
Bank of New York Mellon
Segall Bryant & Hamill
Goldman Sachs Group
Connor, Clark & Lunn Investment Management
Two Sigma Investments
Jpmorgan Chase & Co

View all funds holding Newtek Business Svcs