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

N.E.W. Advisory Services LLC held 293,796 AVUV 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 293,796 shares
    Change vs previous 13F +8,424 shares

    2.45% of the 13F portfolio, value $36,654,004.

    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 285,372 shares
    Change vs previous 13F -21,103 shares

    2.36% of the 13F portfolio, value $31,525,056.

    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 306,475 shares
    Change vs previous 13F +7,692 shares

    2.31% of the 13F portfolio, value $31,254,273.

    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 298,783 shares
    Change vs previous 13F +8,346 shares

    2.66% of the 13F portfolio, value $29,737,893.

    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 290,437 shares
    Change vs previous 13F -7,591 shares

    2.57% of the 13F portfolio, value $26,458,803.

    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 298,028 shares
    Change vs previous 13F +67,642 shares

    1.99% of the 13F portfolio, value $25,979,095.

    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 230,386 shares
    Change vs previous 13F +54,694 shares

    2.11% of the 13F portfolio, value $22,239,181.

    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 175,692 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $16,857,646.

    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).