Skip to content
Disclosery

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

N.E.W. Advisory Services LLC held 60,204 F 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 60,204 shares
    Change vs previous 13F +13 shares

    0.06% of the 13F portfolio, value $836,836.

    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 60,191 shares
    Change vs previous 13F +447 shares

    0.05% of the 13F portfolio, value $694,605.

    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 59,744 shares
    Change vs previous 13F +2,009 shares

    0.06% of the 13F portfolio, value $783,841.

    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 57,735 shares
    Change vs previous 13F +2,829 shares

    0.06% of the 13F portfolio, value $690,508.

    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 54,906 shares
    Change vs previous 13F +5,782 shares

    0.06% of the 13F portfolio, value $595,734.

    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 49,124 shares
    Change vs previous 13F +2,027 shares

    0.04% of the 13F portfolio, value $492,716.

    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 47,097 shares
    Change vs previous 13F -4,959 shares

    0.04% of the 13F portfolio, value $466,257.

    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 52,056 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $549,694.

    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).