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Disclosery

N.E.W. Advisory Services LLC: AHR 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 AHR, newest first. How the timeline and the estimate are built.

N.E.W. Advisory Services LLC held 17,842 AHR 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 17,842 shares
    Change vs previous 13F +1,074 shares

    0.06% of the 13F portfolio, value $930,478.

    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 16,768 shares
    Change vs previous 13F +538 shares

    0.06% of the 13F portfolio, value $790,765.

    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 16,230 shares
    Change vs previous 13F -3,438 shares

    0.06% of the 13F portfolio, value $763,784.

    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 19,668 shares
    Change vs previous 13F -854 shares

    0.07% of the 13F portfolio, value $826,253.

    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 20,522 shares
    Change vs previous 13F -7,317 shares

    0.07% of the 13F portfolio, value $753,978.

    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 27,839 shares
    Change vs previous 13F -13,704 shares

    0.06% of the 13F portfolio, value $843,522.

    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 41,543 shares
    Change vs previous 13F -4,177 shares

    0.11% of the 13F portfolio, value $1,180,653.

    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 45,720 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,193,292.

    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).