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Disclosery

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

N.E.W. Advisory Services LLC held 544,615 DNP 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 544,615 shares
    Change vs previous 13F +453 shares

    0.39% of the 13F portfolio, value $5,876,391.

    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 544,162 shares
    Change vs previous 13F -108,840 shares

    0.42% of the 13F portfolio, value $5,604,868.

    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 653,002 shares
    Change vs previous 13F +526,009 shares

    0.48% of the 13F portfolio, value $6,523,495.

    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 126,993 shares
    Change vs previous 13F +647 shares

    0.11% of the 13F portfolio, value $1,271,199.

    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 126,346 shares
    Change vs previous 13F -755,938 shares

    0.12% of the 13F portfolio, value $1,236,925.

    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 882,284 shares
    Change vs previous 13F +400,688 shares

    0.67% of the 13F portfolio, value $8,725,792.

    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 481,596 shares
    Change vs previous 13F -3,266 shares

    0.4% of the 13F portfolio, value $4,247,670.

    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 484,862 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $4,868,010.

    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).