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Disclosery

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

N.E.W. Advisory Services LLC held 120,406 DFIV 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 120,406 shares
    Change vs previous 13F -4,240 shares

    0.44% of the 13F portfolio, value $6,504,311.

    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 124,646 shares
    Change vs previous 13F -9,053 shares

    0.49% of the 13F portfolio, value $6,578,820.

    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 133,699 shares
    Change vs previous 13F -4,148 shares

    0.49% of the 13F portfolio, value $6,671,560.

    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 137,847 shares
    Change vs previous 13F -7,396 shares

    0.57% of the 13F portfolio, value $6,357,510.

    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 145,243 shares
    Change vs previous 13F -22,582 shares

    0.6% of the 13F portfolio, value $6,220,754.

    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 167,825 shares
    Change vs previous 13F -36,804 shares

    0.51% of the 13F portfolio, value $6,605,583.

    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 204,629 shares
    Change vs previous 13F -72,834 shares

    0.69% of the 13F portfolio, value $7,260,241.

    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 277,463 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $10,565,789.

    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).