NEWT NEWTEK BUSINESS SERVICES CORP

Ownership history in CITADEL ADVISORS LLC  ·  76 quarters on record

AI Ownership Summary

CITADEL ADVISORS LLC reported NEWTEK BUSINESS SERVICES CORP (NEWT) in 76 quarterly 13F filings from 2023 Q4 through 2025 Q4. The latest visible filing shows NEWT at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NEWT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CITADEL ADVISORS LLC's position in NEWTEK BUSINESS SERVICES CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

NEWT was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CITADEL ADVISORS LLC held NEWT — position size vs. price
% of Fund (quarterly)    NEWT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 23 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 66,379 -47,890 -41.9% 0.00% $753K 2026-02-14 (Est.) $12.51
2025 Q3 ADDED 114,269 +77,969 +214.8% 0.00% $1.3M 2025-11-14 $9.73
2025 Q3 ADDED 36,300 +24,000 +195.1% 0.00% $416K 2025-11-14 $9.73
2025 Q2 REDUCED 12,300 -205,475 -94.4% 0.00% $139K 2025-08-14 $11.50
2025 Q2 ADDED 217,775 +195,275 +867.9% 0.00% $2.5M 2025-08-14 $11.50
2025 Q1 REDUCED 22,500 -82,534 -78.6% 0.00% $269K 2025-05-15 $10.51
2025 Q1 ADDED 105,034 +97,834 +1358.8% 0.00% $1.3M 2025-05-15 $10.51
2025 Q1 REDUCED 7,200 -24,211 -77.1% 0.00% $86K 2025-05-15 $10.51
2024 Q4 ADDED 31,411 +25,111 +398.6% 0.00% $401K 2025-02-14 $11.87
2024 Q4 REDUCED 6,300 -2,700 -30.0% 0.00% $80K 2025-02-14 $11.87
2024 Q4 REDUCED 9,000 -1,800 -16.7% 0.00% $115K 2025-02-14 $11.87
2024 Q3 REDUCED 10,800 -5,600 -34.1% 0.00% $135K 2024-11-14 $12.83
2024 Q3 ADDED 16,400 +2,831 +20.9% 0.00% $204K 2024-11-14 $12.83
2024 Q3 ADDED 13,569 +8,269 +156.0% 0.00% $169K 2024-11-14 $12.83
2024 Q2 REDUCED 5,300 -161,812 -96.8% 0.00% $67K 2024-08-14 $10.86
2024 Q2 ADDED 167,112 +150,612 +912.8% 0.00% $2.1M 2024-08-14 $10.86
2024 Q2 REDUCED 16,500 -3,100 -15.8% 0.00% $207K 2024-08-14 $10.86
2024 Q1 ADDED 19,600 +11,900 +154.5% 0.00% $216K 2024-05-15 $12.21
2024 Q1 REDUCED 7,700 -88,584 -92.0% 0.00% $85K 2024-05-15 $12.21
2024 Q1 ADDED 96,284 +96,184 +96184.0% 0.00% $1.1M 2024-05-15 $12.21
2023 Q4 REDUCED 100 -50,868 -99.8% 0.00% $1K 2024-02-14 $9.64
2023 Q4 ADDED 50,968 +50,868 +50868.0% 0.00% $703K 2024-02-14 $9.64
2023 Q4 REDUCED 100 -54,500 -99.8% 0.00% $1K 2024-02-14 $9.64
53 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About CITADEL ADVISORS LLC and NEWT

These are the practical questions this page is built to answer before you even open the full history table.

How long has CITADEL ADVISORS LLC reported owning NEWT?

CITADEL ADVISORS LLC reported NEWT across 23 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported NEWT position in CITADEL ADVISORS LLC's portfolio?

The largest reported portfolio weight for NEWT was 0.00% in 2025 Q2.

What is the latest reported NEWT position on this page?

The most recent filing on this page is 2025 Q4, when CITADEL ADVISORS LLC reported 66,379 shares, equal to 0.00% of portfolio, with an estimated market value of $753K.

What does the chart on this NEWT ownership page compare?

The chart compares CITADEL ADVISORS LLC's quarterly NEWT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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