DOSSIER · 13F Holders · Q2 2026
NLCP

NEWLAKE CAPITAL PARTNERS INC C

3 institutions still hold NEWLAKE CAPITAL PARTNERS INC C as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 651495103·3 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$2M
visible holders
Holders
3
filers reporting
Concentration
59.38%
COMPASS FINANCIAL MANAGEMENT LLC #1
top holder share
AI Holders Summary · Q2 2026

3 institutions reported NLCP in Q2 2026. COMPASS FINANCIAL MANAGEMENT LLC leads at 59.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
COMPASS FINANCIAL MANAGEMENT LLC
CIK 0002148724
$1M82K0.16%Q2 2026
02
Ancora Advisors LLC
CIK 0001446114
$885K55K0.02%Q2 2026
03
Luminist Capital LLC
CIK 0001807270
$6K4000.01%Q2 2026
Insiders at NEWLAKE CAPITAL PARTNERS INC C
Dugan Gordon FWeinstein David L.Rollman DinaMartay Peter WiserMeyer LisaConiglio AnthonyJohnson JoyceKadens Peter A.