Newman Dignan & Sheerar, Inc.

All 13F Filings

Location
Providence, RI
Most recent 13F
Q2 2026
Holdings value ($000)
522,844
Description
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Website
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Founded
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Chairman
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CEO
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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
Q2 2026 7/14/2026 197 522,844 13F-HR Newman Dignan & Sheerar, Inc.
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 197.4 K 37.8% 21.25 K 0 21.25 K
ETFs 325.4 K 62.2% 26.55 K 0 26.55 K
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Fund Snapshot

Q2 2026
Latest filed
7/14/2026
Total value ($000)
522,844
Holdings
197
QoQ value change ($000)
47,797 (10.1%)
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.