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Disclosery

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

N.E.W. Advisory Services LLC held 144,126 EFV 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 144,126 shares
    Change vs previous 13F +8,761 shares

    0.74% of the 13F portfolio, value $11,032,846.

    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 135,365 shares
    Change vs previous 13F -3,979 shares

    0.75% of the 13F portfolio, value $10,064,365.

    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 139,344 shares
    Change vs previous 13F +22,254 shares

    0.74% of the 13F portfolio, value $9,950,520.

    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 117,090 shares
    Change vs previous 13F +1,627 shares

    0.71% of the 13F portfolio, value $7,942,245.

    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 115,463 shares
    Change vs previous 13F -63,882 shares

    0.71% of the 13F portfolio, value $7,329,620.

    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 179,345 shares
    Change vs previous 13F +25,099 shares

    0.81% of the 13F portfolio, value $10,570,591.

    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 154,246 shares
    Change vs previous 13F +10,204 shares

    0.77% of the 13F portfolio, value $8,093,284.

    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 144,042 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $8,286,741.

    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).