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Disclosery

N.E.W. Advisory Services LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of N.E.W. Advisory Services LLC on AAPL, newest first. How the timeline and the estimate are built.

N.E.W. Advisory Services LLC held 73,976 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,976 shares
    Change vs previous 13F +6,339 shares

    1.43% of the 13F portfolio, value $21,405,768.

    13F-HR 0001803456-26-000003 filed by N.E.W. Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 67,637 shares
    Change vs previous 13F -1,654 shares

    1.28% of the 13F portfolio, value $17,165,534.

    13F-HR 0001803456-26-000002 filed by N.E.W. Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 69,291 shares
    Change vs previous 13F +15,620 shares

    1.39% of the 13F portfolio, value $18,837,325.

    13F-HR 0001803456-26-000001 filed by N.E.W. Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 53,671 shares
    Change vs previous 13F -831 shares

    1.22% of the 13F portfolio, value $13,666,230.

    13F-HR 0001803456-25-000002 filed by N.E.W. Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 54,502 shares
    Change vs previous 13F -34,534 shares

    1.09% of the 13F portfolio, value $11,182,096.

    13F-HR 0001764754-25-000013 filed by N.E.W. Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 89,036 shares
    Change vs previous 13F +21,990 shares

    1.51% of the 13F portfolio, value $19,777,624.

    13F-HR 0001764754-25-000009 filed by N.E.W. Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 67,046 shares
    Change vs previous 13F -617 shares

    1.59% of the 13F portfolio, value $16,789,788.

    13F-HR 0001085146-25-000454 filed by N.E.W. Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 67,663 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $15,765,489.

    13F-HR 0001085146-24-005253 filed by N.E.W. Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).