Security key
652526872
- Security type / class
- Equity / Pref
- Total 13F shares
- 60,000
- Total 13F value
- $1,548,006
- Share change
- 0
- SEC-reported price per share
- $25.80
- Number of holders
- 1
Report period
Q4 2024
Institutions
1
Top holders
1
NEWTH full security history
Ownership snapshot
Full 13F holder table
NewtekOne, Inc. SEC filings
NewtekOne, Inc. company facts
Broader feeds
Ownership snapshot
Top reported holders of NEWTH - NewtekOne, Inc. - Pref (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
IAT REINSURANCE CO LTD.
Disclosed value leader
IAT REINSURANCE CO LTD.
Comparable rows
0/5
Latest evidence
31 Dec 2024
13F
3/4/5
Highest disclosed value: $1,504,800
5 rows are not safely comparable across share classes.
Quick read
IAT REINSURANCE CO LTD. has the largest disclosed position value at $1.5M.
0 of 5 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens IAT REINSURANCE CO LTD.'s linked filing trail.
Disclosed position value
Top 5
IAT REINSURANCE CO LTD.
$1.5M
Salvatore Francis Mulia
$617.8K
Nicolas Young
$598.6K
M. Scott Price
$382.9K
Nicholas J. Leger
$253.2K
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-5 of 5 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| IAT REINSURANCE CO LTD. |
13F
Company
|
—
denominator unverified
|
$1,504,800
60,000 shares
|
— | 30 Sep 2024 |
| Salvatore Francis Mulia |
3/4/5
Director
|
—
denominator unverified
|
$617,774
45,897 shares
|
— | 31 Dec 2024 |
| Nicolas Young |
3/4/5
President, Newtek Bank, N.A.
|
—
denominator unverified
|
$598,580
44,471 shares
|
— | 31 Dec 2024 |
| M. Scott Price |
3/4/5
Chief Financial Officer
|
—
denominator unverified
|
$382,856
28,444 shares
|
— | 31 Dec 2024 |
| Nicholas J. Leger |
3/4/5
Chief Accounting Officer
|
—
denominator unverified
|
$253,246
18,318 shares
|
— | 31 Dec 2023 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q4 2024
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
1
Shares
60,000
Rows available
1
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q4 2024 vs Q3 2024 Across Filers
Q3 2024 holders
1
Q4 2024 holders
1
Holder diff
0
| Investor | Q3 2024 Shares | Q4 2024 Shares | Share Diff | Share Chg % | Q3 2024 value | Q4 2024 value | Value change | Value Chg % |
|---|