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TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

NEWT holding history

NewtekOne, Inc. in every 13F filed by TD Private Client Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NEWT overviewAll 13F holders of NEWTFull Q2 2026 holdings

Shares (Q2 2026)
13
Value
$193
% of portfolio
<0.1%
Quarters held
3
Since Q4 2025
Holdings of NEWT by TD Private Client Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613$193<0.1%00.0%UnchangedHolders
Q1 202613$142<0.1%00.0%UnchangedHolders
Q4 202513$148<0.1%+13NewHolders