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Wagner Wealth Management, LLC

SEC CIK
0001728657
Latest filing
Jul 24, 2026

NEWT holding history

NewtekOne, Inc. in every 13F filed by Wagner Wealth Management, 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 (Q1 2022)
0
Sold out in Q1 2022
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q3 2021
Holdings of NEWT by Wagner Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20220$00.0%−2,848−100.0%Sold outHolders
Q4 20212,848$79.0K0.1%+15+0.5%AddedHolders
Q3 20212,833$85.0K0.1%+2,833NewHolders