Ridgewood Investments LLC

Position in NEWT — NewtekOne, Inc.

CIK 1703556 SPRINGFIELD, NJ

Position in NEWT

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$922,440

+$238,230 QoQ

Shares Held

62,285

-0.3% QoQ

Ownership

0.216%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#40

of 150 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Ridgewood Investments LLC holds $4,829,305 across 4 Banks - Regional names. NEWT ranks #4 (19.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AX	Axos Financial, Inc.	17,836	$1,737,048
2	OZK	Bank OZK	22,374	$1,165,461
3	TCBK	Trico Bancshares /	18,651	$1,004,356
4	NEWT	NewtekOne, Inc. This page	62,285	$922,440

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$922,440	62,285	-0.3%	Shares	Sole	2026-08-03
2026-03-31	$684,210	62,485	+19.1%	Shares	Sole	2026-04-03
2025-09-30	$600,953	52,485	0.0%	Shares	Sole	2025-10-30
2025-06-30	$592,030	52,485	0.0%	Shares	Sole	2025-07-14
2025-03-31	$627,720	52,485	0.0%	Shares	Sole	2025-05-07
2024-12-31	$670,233	52,485	0.0%	Shares	Sole	2025-01-10
2024-09-30	$653,963	52,485	0.0%	Shares	Sole	2024-10-04
2024-06-30	$659,736	52,485	0.0%	Shares	Sole	2024-07-29
2024-03-31	$577,335	52,485	+15.4%	Shares	Sole	2024-04-10
2023-12-31	$627,693	45,485	+1.6%	Shares	Sole	2024-01-11
2023-09-30	$660,578	44,785	+1.6%	Shares	Sole	2023-10-20
2023-06-30	$700,951	44,085	+62.8%	Shares	Sole	2023-08-07
2023-03-31	$346,688	27,085	—	Shares	Sole	2023-04-25
No filing history on record for this holder in this stock.