Ownership history in CoreCap Advisors, LLC · 5 quarters on record
This page tracks every 13F SEC filing in which CoreCap Advisors, LLC reported a position in NEWTEKONE INC (NEWT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 137 | +2 | +1.5% | 0.00% | $2K | $11.08 |
| 2025 Q2 | ADDED | 135 | +2 | +1.5% | 0.00% | $2K | $10.74 |
| 2025 Q1 | ADDED | 133 | +2 | +1.5% | 0.00% | $2K | $11.18 |
| 2024 Q4 | ADDED | 131 | +2 | +1.6% | 0.00% | $2K | $11.94 |
| 2024 Q3 | INITIATED | 129 | — | — | 0.00% | $2K | $11.30 |
As of 2025 Q4 — sorted by position size