Position in NEWT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$29,160
+$8,016 QoQ
Shares Held
1,969
+2.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#103
of 150 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEWT Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026VISION FINANCIAL MARKETS LLC holds $178,147 across 6 Banks - Regional names. NEWT ranks #3 (16.4% of the industry book) .
All Filings in NEWT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,160 | 1,969 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $21,144 | 1,931 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $21,678 | 1,910 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $21,629 | 1,889 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $21,093 | 1,870 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $22,090 | 1,847 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $23,356 | 1,829 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||