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Advisor OS, LLC NEWEN Position History
NEWEN
Quarters held
18
Latest value
$662K
Q3 2026
Peak value
$19M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $410K |
| Q3 2025 | $4K |
| Q4 2025 | $5K |
| Q4 2025 | $562K |
| Q1 2026 | $5K |
| Q1 2026 | $599K |
| Q1 2026 | $2.1M |
| Q1 2026 | $15.1M |
| Q2 2026 | $1.9M |
| Q2 2026 | $27K |
| Q2 2026 | $566K |
| Q2 2026 | $5K |
| Q2 2026 | $15M |
| Q3 2026 | $54K |
| Q3 2026 | $19M |
| Q3 2026 | $601K |
| Q3 2026 | $6K |
| Q3 2026 | $662K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $662K | 18.8K | — | — |
| Q3 2026 | $6K | 176 | — | — |
| Q3 2026 | $601K | 17.0K | — | — |
| Q3 2026 | $19M | 537.7K | — | — |
| Q3 2026 | $54K | 1.5K | — | — |
| Q2 2026 | $15M | 512.3K | — | — |
| Q2 2026 | $5K | 176 | — | — |
| Q2 2026 | $566K | 19.3K | — | — |
| Q2 2026 | $27K | 930 | — | — |
| Q2 2026 | $1.9M | 65.0K | — | — |
| Q1 2026 | $15.1M | 486.7K | — | — |
| Q1 2026 | $2.1M | 67.5K | — | — |
| Q1 2026 | $599K | 19.3K | — | — |
| Q1 2026 | $5K | 176 | — | — |
| Q4 2025 | $562K | 22.7K | — | — |
| Q4 2025 | $5K | 209 | — | — |
| Q3 2025 | $4K | 149 | — | — |
| Q3 2025 | $410K | 15.9K | — | — |