Skip to content
Disclosery

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

N.E.W. Advisory Services LLC held 600,995 DFAC 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 600,995 shares
    Change vs previous 13F +596 shares

    1.78% of the 13F portfolio, value $26,660,130.

    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 600,399 shares
    Change vs previous 13F -6,777 shares

    1.74% of the 13F portfolio, value $23,331,523.

    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 607,176 shares
    Change vs previous 13F +12,135 shares

    1.78% of the 13F portfolio, value $24,038,078.

    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 595,041 shares
    Change vs previous 13F +3,095 shares

    2.05% of the 13F portfolio, value $22,950,720.

    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 591,946 shares
    Change vs previous 13F -45,725 shares

    2.06% of the 13F portfolio, value $21,215,347.

    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 637,671 shares
    Change vs previous 13F +19,322 shares

    1.61% of the 13F portfolio, value $21,036,769.

    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 618,349 shares
    Change vs previous 13F -556 shares

    2.03% of the 13F portfolio, value $21,388,678.

    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 618,905 shares
    Change vs previous 13F not available

    2.09% of the 13F portfolio, value $21,222,272.

    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).