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Disclosery

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

N.E.W. Advisory Services LLC held 1,614 EFAX 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 1,614 shares
    Change vs previous 13F -218 shares

    0.01% of the 13F portfolio, value $87,332.

    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 1,832 shares
    Change vs previous 13F +49 shares

    0.01% of the 13F portfolio, value $91,182.

    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 1,783 shares
    Change vs previous 13F +2 shares

    0.01% of the 13F portfolio, value $89,992.

    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 1,781 shares
    Change vs previous 13F -52 shares

    0.01% of the 13F portfolio, value $87,827.

    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 1,833 shares
    Change vs previous 13F +21 shares

    0.01% of the 13F portfolio, value $86,809.

    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 1,812 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $77,844.

    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).