Archetype Wealth Partners

SEC CIK: 0001769089
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

NEWR holding history

New Relic, Inc. in every 13F filed by Archetype Wealth Partners, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NEWR overview All 13F holders of NEWR Full Q2 2026 holdings

Shares (Q3 2023): 0; Sold out in Q3 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2023

Holdings of NEWR by Archetype Wealth Partners, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2023	0	$0	0.0%	−4,064−100.0%	Sold out	Holders
Q2 2023	4,064	$266.0K	0.1%	−168−4.0%	Reduced	Holders
Q1 2023	4,232	$319.0K	0.1%	+4,232	New	Holders