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Disclosery

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

N.E.W. Advisory Services LLC held 89,770 EWX 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 89,770 shares
    Change vs previous 13F -10,212 shares

    0.45% of the 13F portfolio, value $6,670,404.

    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 99,982 shares
    Change vs previous 13F -1,052 shares

    0.49% of the 13F portfolio, value $6,610,798.

    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 101,034 shares
    Change vs previous 13F +21,967 shares

    0.49% of the 13F portfolio, value $6,633,497.

    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 79,067 shares
    Change vs previous 13F -4,664 shares

    0.48% of the 13F portfolio, value $5,320,392.

    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 83,731 shares
    Change vs previous 13F -46,853 shares

    0.5% of the 13F portfolio, value $5,193,810.

    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 130,584 shares
    Change vs previous 13F +12,375 shares

    0.57% of the 13F portfolio, value $7,394,948.

    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 118,209 shares
    Change vs previous 13F -32,611 shares

    0.66% of the 13F portfolio, value $6,928,253.

    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 150,820 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $9,408,167.

    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).