Entity Type
Company
Filer Snapshot
Newman & Schimel, LLC
CIK 0001838938. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total Filings
9
Latest Filing
23 Jan 2023
Industry
n/a
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Best next click
Start with the summary below, then verify the strongest source-backed page for this filer.
- Open 13F if you want portfolio holdings.
- Open 13D/G or insider pages only when this CIK has those rows.
Source: SEC Form 13F
View Source Filing
13F-HR filed on 23 Jan 2023 for CIK 0001838938.
- Business address
- 740 Waukegan Road, Suite 205, Deerfield, IL, 60015
- Top securities (13F)
- ISTB, BSV, VTI, IXUS, ITOT, BRKB, VT, VXUS, SCHO, SCHX, SCHB, SPLG, SCHD, VCSH, IVV, VOO, AAPL, VUG, NVDA, and VTV
- State of incorporation
- DE
- Fiscal year end
- 31 December
Filer intelligence
What SEC filings say about Newman & Schimel, LLC
A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.
Quick read
- Latest parsed 13F shows $221.35M across 51 reported holdings for Q4 2022.
- Largest parsed 13F holding: ISTB at $37.83M.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
Top parsed 13F holdings
Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.
Latest update
What changed recently for Newman & Schimel, LLC
Latest 13F period: Q4 2022. Open the source-backed page to inspect the fresh filing or facts context.
Update date
23 Jan 2023
Page type
Filer profile
Latest period
Q4 2022
Institutional portfolio context was refreshed from a 13F filing filed on 23 Jan 2023.
Benchmark Context
Benchmark context for this company
Newman & Schimel, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.
Compared with
Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.
Why this is notable
Latest 13F period: Q4 2022. That gives you a fresh baseline before you compare this company with peers.
- Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
- Open the facts page first if you want the cleanest path to verification.
Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.
Filer Overview
Newman & Schimel, LLC has filed 9 SEC EDGAR filings since 21 Jan 2021. Common forms include 13F-HR.
Latest Filings
Recent SEC filings for Newman & Schimel, LLC with direct links to document and filing folders.
13F-HR
File 028-20445
13F-HR filing
- Filing date
- 23 Jan 2023
- Reporting date
- 31 Dec 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-20445
13F-HR filing
- Filing date
- 25 Oct 2022
- Reporting date
- 30 Sep 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-20445
13F-HR filing
- Filing date
- 14 Jul 2022
- Reporting date
- 30 Jun 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-20445
13F-HR filing
- Filing date
- 15 Apr 2022
- Reporting date
- 31 Mar 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-20445
13F-HR filing
- Filing date
- 18 Jan 2022
- Reporting date
- 31 Dec 2021
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-20445
13F-HR filing
- Filing date
- 07 Oct 2021
- Reporting date
- 30 Sep 2021
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-20445
13F-HR filing
- Filing date
- 06 Jul 2021
- Reporting date
- 30 Jun 2021
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-20445
13F-HR filing
- Filing date
- 08 Apr 2021
- Reporting date
- 31 Mar 2021
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-20445
13F-HR filing
- Filing date
- 21 Jan 2021
- Reporting date
- 31 Dec 2020
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
About this filer
Newman & Schimel, LLC files with the SEC under CIK 0001838938. This page aggregates EDGAR filings and related ownership activity.
FAQ
- What is a CIK?
- A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
- Why are some filings missing?
- New filings appear as the SEC updates EDGAR, and older records can vary by availability.
- How often is this page updated?
- Updates follow new EDGAR submissions and periodic data refreshes.