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Disclosery

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

N.E.W. Advisory Services LLC held 140,012 FDD 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 140,012 shares
    Change vs previous 13F +3,508 shares

    0.17% of the 13F portfolio, value $2,597,227.

    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 136,504 shares
    Change vs previous 13F +131,688 shares

    0.18% of the 13F portfolio, value $2,431,128.

    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 4,816 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $84,285.

    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).