Newman Dignan & Sheerar, Inc. quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Newman Dignan & Sheerar, Inc. opened 2 positions, added to 39, reduced 31, sold out of 4 and left 11 unchanged. The largest increase in value was JCPB (+$8,730,348); the largest decrease was UITB (-$6,411,735).
- TDVG: Country of operation —; Class ETF; Shares 2026-03-31 28,188; Shares 2026-06-30 0.
- AVUV: Country of operation —; Class ETF; Shares 2026-03-31 3,150; Shares 2026-06-30 0.
- VDC: Country of operation —; Class ETF; Shares 2026-03-31 1,182; Shares 2026-06-30 0.
- VWO: Country of operation —; Class ETF; Shares 2026-03-31 3,750; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1566493): 2026-03-31 (filed 2026-04-13) and 2026-06-30 (filed 2026-07-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| KICKSTAND VENTURES, LLC. | United States | $0.475B | 130 |
| Poehling Capital Management, INC. | United States | $0.475B | 155 |
| Leading Edge Financial Planning LLC | United States | $0.475B | 72 |
| Accel Leaders 4 Associates L.P. | United States | $0.475B | 1 |
| Rivermont Capital Management LP | United States | $0.475B | 20 |
| Rempart Asset Management Inc. | Canada | $0.475B | 36 |
| DEVON ENERGY CORP/DE | United States | $0.476B | 1 |
| Teramo Advisors, LLC | United States | $0.474B | 4 |
| Churchill Financial Advisors, LLC | United States | $0.476B | 123 |
| Brooklyn FI, LLC | United States | $0.476B | 97 |