13F Filings History of Newman Dignan & Sheerar, Inc.

Latest 13F report
Q4 2025 - 22 Jan 2026
Value $
$479,850,941
Signature - Title
Richard Cavanagh - Chief Compliance Officer
Location
Providence, RI
Summary
This page shows a list of all the recent 13F filings made by Newman Dignan & Sheerar, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Newman Dignan & Sheerar, Inc. reported 188 stock holdings with total value $479,850,941 as of Q4 2025. Top holdings included SCHX, VSLU, SCHD, UITB, and GOOGL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 188 $479,850,941 +$16,617,598 -$12,468,553 +$4,149,045 SCHX, VSLU, SCHD, UITB, GOOGL 13F-HR 21 Jan 2026, 18:43
Q3 2025 180 $463,072,552 +$8,178,824 -$13,474,487 -$5,295,663 SCHX, VSLU, SCHD, UITB, AAPL 13F-HR 09 Oct 2025, 12:39
Q2 2025 195 $435,060,167 +$61,753,043 -$19,854,798 +$41,898,245 SCHX, VSLU, SCHD, UITB, MSFT 13F-HR 18 Jul 2025, 14:02
Q1 2025 176 $366,383,543 +$11,496,987 -$26,152,659 -$14,655,672 SCHX, SCHD, UITB, AAPL, SGOL Restatement 14 May 2025, 12:16
Q4 2024 181 $390,404,054 +$8,911,041 -$33,494,997 -$24,583,956 SCHX, SCHD, AAPL, UITB, MSFT 13F-HR 30 Jan 2025, 15:26
Q3 2024 187 $328,106,118 +$22,213,973 -$12,802,684 +$9,411,289 VSLU, AAPL, UITB, MSFT, SGOL 13F-HR 12 Nov 2024, 12:20
Q2 2024 169 $387,754,919 +$31,998,348 -$17,958,168 +$14,040,180 SCHX, VSLU, SCHD, AAPL, MSFT 13F-HR 15 Jul 2024, 13:54
Q1 2024 171 $374,007,033 +$38,557,815 -$16,990,662 +$21,567,153 SCHX, SCHD, VSLU, MSFT, AAPL 13F-HR 26 Apr 2024, 17:49
Q4 2023 179 $331,182,840 +$20,185,470 -$20,891,170 -$705,700 SCHX, SCHD, AAPL, MSFT, SGOL 13F-HR 08 Feb 2024, 19:19
Q3 2023 164 $304,707,626 +$8,288,565 -$16,430,547 -$8,141,982 SCHX, SCHD, VSLU, AAPL, MSFT 13F-HR 07 Nov 2023, 20:23
Q2 2023 187 $323,979,169 +$12,893,586 -$16,193,724 -$3,300,138 SCHX, SCHD, AAPL, VSLU, MSFT 13F-HR 02 Aug 2023, 17:05
Q1 2023 195 $311,510,533 +$10,021,097 -$12,326,773 -$2,305,676 SCHX, SCHD, AAPL, SGOL, VSLU 13F-HR 28 Apr 2023, 16:49
Q4 2022 193 $301,891,705 +$15,141,718 -$6,773,876 +$8,367,842 SCHD, SCHX, SGOL, AAPL, VSLU 13F-HR 20 Jan 2023, 15:06
Q3 2022 186 $272,843,910 +$18,009,093 -$12,808,094 +$5,200,999 SCHX, SCHD, AAPL, SGOL, MSFT 13F-HR 18 Oct 2022, 17:10
Q2 2022 180 $293,094,000 +$41,903,294 -$25,258,227 +$16,645,067 SCHX, SCHD, AAPL, SGOL, MSFT 13F-HR 03 Aug 2022, 09:57
Q1 2022 198 $318,170,019 +$44,698,372 -$26,076,654 +$18,621,718 SCHX, SCHD, AAPL, SGOL, MSFT 13F-HR 14 Apr 2022, 15:29
Q4 2021 205 $329,772,000 +$10,887,783 -$8,458,641 +$2,429,142 SCHX, SCHD, AAPL, MSFT, SGOL 13F-HR 18 Jan 2022, 11:12
Q3 2021 195 $299,218,000 +$16,903,772 -$7,462,023 +$9,441,749 SCHX, SCHD, AAPL, SGOL, SCHG 13F-HR 07 Oct 2021, 17:17
Q2 2021 182 $293,941,000 +$11,495,527 -$11,682,456 -$186,929 SCHX, SCHD, AAPL, SCHG, SGOL 13F-HR 28 Jul 2021, 15:39
Q1 2021 181 $263,742,000 +$16,725,847 -$9,140,036 +$7,585,811 SCHD, SCHG, AAPL, SCHZ, MSFT 13F-HR 05 May 2021, 15:39
Q4 2020 167 $239,685,074 +$7,480,344 -$11,886,003 -$4,405,659 SCHX, SCHZ, AAPL, SCHG, MSFT 13F-HR 28 Jan 2021, 21:33
Q3 2020 163 $239,299,000 +$28,454,728 -$3,835,888 +$24,618,840 SCHX, SCHD, SCHZ, AAPL, SCHG 13F-HR 14 Oct 2020, 16:07
Q2 2020 144 $212,893,000 +$18,124,010 -$6,904,392 +$11,219,618 SCHX, SCHD, SCHZ, SCHG, AAPL 13F-HR 05 Aug 2020, 21:59
Q1 2020 135 $159,277,000 +$5,629,928 -$30,685,796 -$25,055,868 SCHZ, SCHD, SCHX, SCHG, MSFT 13F-HR 17 Apr 2020, 18:24
Q4 2019 156 $210,343,981 +$17,623,762 -$7,366,357 +$10,257,405 SCHD, SCHZ, SCHV, AAPL, MSFT 13F-HR 15 Jan 2020, 17:18
Q3 2019 148 $208,777,000 +$10,046,865 -$26,126,094 -$16,079,229 SCHD, SCHZ, SCHX, SCHV, SCHG 13F-HR 21 Oct 2019, 13:51
Q2 2019 165 $219,796,673 +$19,280,613 -$7,072,187 +$12,208,426 SCHD, SCHZ, SCHX, SCHV, SCHG 13F-HR 31 Jul 2019, 11:52
Q1 2019 151 $189,161,000 +$6,161,099 -$11,099,092 -$4,937,993 SCHD, SCHZ, SCHV, SCHG, SCHA 13F-HR 09 Apr 2019, 17:29
Q4 2018 143 $243,670,954 +$70,773,429 -$7,738,944 +$63,034,485 SCHX, SCHD, SCHV, TIPX, SCHG 13F-HR 23 Jan 2019, 18:15
Q3 2018 153 $194,281,000 +$5,193,490 -$10,950,074 -$5,756,584 SCHZ, SCHV, SCHG, SCHA, SCHX 13F-HR 25 Oct 2018, 12:00
Q2 2018 158 $202,427,337 +$6,754,037 -$3,821,205 +$2,932,832 SCHZ, SCHD, SCHV, SCHA, SCHG 13F-HR 06 Jul 2018, 10:54
Q1 2018 153 $192,262,000 +$14,960,723 -$13,981,089 +$979,634 SCHZ, SCHD, SCHV, SCHG, SCHA 13F-HR 17 Apr 2018, 15:39
Q4 2017 161 $199,670,000 +$9,615,290 -$6,802,657 +$2,812,633 SCHD, SCHV, SCHG, SCHA, SCHX 13F-HR 29 Jan 2018, 14:24
Q3 2017 159 $187,080,000 +$7,649,404 -$5,073,910 +$2,575,494 SCHV, SCHD, SCHG, SCHA, SCHF 13F-HR 18 Oct 2017, 12:16
Q2 2017 151 $172,539,000 +$6,680,493 -$4,935,867 +$1,744,626 SCHV, SCHD, SCHA, SCHF, JNJ 13F-HR 08 Aug 2017, 15:49
Q1 2017 149 $170,452,000 +$12,024,840 -$5,962,887 +$6,061,953 SCHD, SCHV, SCHG, SCHA, PGX 13F-HR 10 Apr 2017, 17:55
Q4 2016 141 $163,733,000 +$8,684,147 -$7,258,623 +$1,425,524 SCHD, SCHV, SCHG, GE, SCHA 13F-HR 27 Jan 2017, 18:22
Q3 2016 145 $156,576,000 +$7,788,420 -$6,689,277 +$1,099,143 SCHD, SCHG, SCHV, JNJ, GE 13F-HR 27 Oct 2016, 11:06
Q2 2016 141 $153,648,400 +$17,386,749 -$4,443,232 +$12,943,517 SCHD, SCHV, SCHG, JNJ, GE 13F-HR 08 Jul 2016, 10:34
Q1 2016 131 $137,457,000 +$10,114,778 -$13,595,982 -$3,481,204 SCHD, SCHG, SCHV, GE, JNJ 13F-HR 11 Apr 2016, 10:47
Q4 2015 142 $138,951,000 +$12,618,298 -$7,402,250 +$5,216,048 SCHG, SCHV, GE, SCHA, SCHD 13F-HR 13 Jan 2016, 10:48
Q3 2015 135 $123,169,000 +$9,927,367 -$10,687,526 -$760,159 SCHG, SCHV, SCHA, GE, SCHD 13F-HR 23 Oct 2015, 12:45
Q2 2015 145 $138,345,000 +$6,510,986 -$10,053,304 -$3,542,318 SCHG, SCHV, SCHA, GE, AAPL 13F-HR 15 Jul 2015, 14:03
Q1 2015 147 $138,187,000 +$9,611,862 -$10,546,295 -$934,433 SCHG, SCHV, SCHA, SCHD, GE 13F-HR 10 Apr 2015, 11:00
Q4 2014 151 $136,729,000 +$5,048,754 -$3,844,957 +$1,203,797 SCHG, SCHV, SCHA, GE, SCHD 13F-HR 28 Jan 2015, 10:50
Q3 2014 145 $130,928,000 +$6,024,435 -$16,640,983 -$10,616,548 SCHG, SCHV, JNJ, SCHA, SCHD 13F-HR 16 Oct 2014, 17:28
Q2 2014 143 $142,197,000 +$22,203,883 -$16,457,876 +$5,746,007 Scout International Fd, SCHG, SCHV, GE, SCHA 13F-HR 22 Jul 2014, 12:20
Q1 2014 140 $140,518,000 +$3,708,016 -$8,095,687 -$4,387,671 SCHG, SCHV, GE, JNJ, SCHA 13F-HR 06 May 2014, 18:53
Q4 2013 149 $142,145,743 $0 $0 $0 SCHG, SCHV, GE, SCHA, JNJ 13F-HR 11 Feb 2014, 18:09