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

N.E.W. Advisory Services LLC held 39,921 BUFR 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 39,921 shares
    Change vs previous 13F +795 shares

    0.1% of the 13F portfolio, value $1,458,314.

    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 39,126 shares
    Change vs previous 13F -96,528 shares

    0.1% of the 13F portfolio, value $1,321,285.

    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 135,654 shares
    Change vs previous 13F +109,290 shares

    0.34% of the 13F portfolio, value $4,647,506.

    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 26,364 shares
    Change vs previous 13F +15,437 shares

    0.08% of the 13F portfolio, value $881,085.

    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 10,927 shares
    Change vs previous 13F -81,847 shares

    0.03% of the 13F portfolio, value $347,479.

    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 92,774 shares
    Change vs previous 13F +43,899 shares

    0.21% of the 13F portfolio, value $2,754,460.

    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 48,875 shares
    Change vs previous 13F -143,945 shares

    0.14% of the 13F portfolio, value $1,489,221.

    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 192,820 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $5,763,390.

    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).