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Disclosery

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

N.E.W. Advisory Services LLC held 547,549 BND 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 547,549 shares
    Change vs previous 13F +62,669 shares

    2.69% of the 13F portfolio, value $40,195,591.

    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 484,880 shares
    Change vs previous 13F +9,635 shares

    2.67% of the 13F portfolio, value $35,706,546.

    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 475,245 shares
    Change vs previous 13F +25,985 shares

    2.6% of the 13F portfolio, value $35,201,433.

    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 449,260 shares
    Change vs previous 13F +35,721 shares

    2.98% of the 13F portfolio, value $33,411,437.

    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 413,539 shares
    Change vs previous 13F +7,754 shares

    2.95% of the 13F portfolio, value $30,448,885.

    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 405,785 shares
    Change vs previous 13F +39,746 shares

    2.28% of the 13F portfolio, value $29,804,896.

    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 366,039 shares
    Change vs previous 13F +98,201 shares

    2.5% of the 13F portfolio, value $26,321,830.

    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 267,838 shares
    Change vs previous 13F not available

    1.98% of the 13F portfolio, value $20,117,345.

    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).