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Disclosery

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

N.E.W. Advisory Services LLC held 4,602 BUFC 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 4,602 shares
    Change vs previous 13F -4,760 shares

    0.01% of the 13F portfolio, value $195,854.

    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 9,362 shares
    Change vs previous 13F -11,437 shares

    0.03% of the 13F portfolio, value $380,398.

    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 20,799 shares
    Change vs previous 13F +15,854 shares

    0.06% of the 13F portfolio, value $859,527.

    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 4,945 shares
    Change vs previous 13F -328 shares

    0.02% of the 13F portfolio, value $200,915.

    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 5,273 shares
    Change vs previous 13F -36,987 shares

    0.02% of the 13F portfolio, value $208,125.

    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 42,260 shares
    Change vs previous 13F +20,456 shares

    0.13% of the 13F portfolio, value $1,634,194.

    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 21,804 shares
    Change vs previous 13F -3,298 shares

    0.08% of the 13F portfolio, value $854,063.

    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 25,102 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $969,189.

    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).