Newman Dignan & Sheerar, Inc.

All 13F Filings

Location
Providence, RI
Most recent 13F
Q1 2026
Holdings value ($000)
475,047
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q1 2026 4/13/2026 192 475,047 13F-HR Newman Dignan & Sheerar, Inc.
Q4 2025 1/22/2026 188 479,851 13F-HR Newman Dignan & Sheerar, Inc.
Q3 2025 10/9/2025 180 463,073 13F-HR Newman Dignan & Sheerar, Inc.
Q2 2025 7/18/2025 195 435,060 13F-HR Newman Dignan & Sheerar, Inc.
Q2 2014 7/22/2014 143 175,634 13F-HR Newman Dignan & Sheerar, Inc.
Q1 2014 5/7/2014 140 140,518 13F-HR Newman Dignan & Sheerar, Inc.
Q4 2013 2/12/2014 149 2,042,390 13F-HR Newman Dignan & Sheerar, Inc.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 176.2 K 37.1% 0 12.65 K -12.65 K
ETFs 298.9 K 62.9% 7.835 K 0 7.835 K
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Fund Snapshot

Q1 2026
Latest filed
4/13/2026
Total value ($000)
475,047
Holdings
192
QoQ value change ($000)
-4,804 (-1.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.