Newman Dignan & Sheerar, Inc.
All 13F Filings
- Location
- Providence, RI
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 475,047
- Description
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- Website
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- 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.