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Disclosery

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

N.E.W. Advisory Services LLC held 1,399,265 DFAX 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 1,399,265 shares
    Change vs previous 13F +75,639 shares

    3.45% of the 13F portfolio, value $51,548,910.

    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 1,323,626 shares
    Change vs previous 13F -3,188 shares

    3.36% of the 13F portfolio, value $44,963,582.

    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 1,326,814 shares
    Change vs previous 13F +34,271 shares

    3.21% of the 13F portfolio, value $43,426,637.

    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 1,292,543 shares
    Change vs previous 13F +51,705 shares

    3.62% of the 13F portfolio, value $40,559,988.

    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 1,240,838 shares
    Change vs previous 13F -84,169 shares

    3.54% of the 13F portfolio, value $36,443,410.

    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 1,325,007 shares
    Change vs previous 13F +121,256 shares

    2.66% of the 13F portfolio, value $34,715,187.

    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 1,203,751 shares
    Change vs previous 13F +278,253 shares

    2.84% of the 13F portfolio, value $29,925,236.

    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 925,498 shares
    Change vs previous 13F not available

    2.46% of the 13F portfolio, value $24,997,690.

    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).