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Disclosery

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

N.E.W. Advisory Services LLC held 28,999 FNDF 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 28,999 shares
    Change vs previous 13F +5,386 shares

    0.1% of the 13F portfolio, value $1,530,012.

    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 23,613 shares
    Change vs previous 13F +114 shares

    0.09% of the 13F portfolio, value $1,155,371.

    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 23,499 shares
    Change vs previous 13F -5,297 shares

    0.08% of the 13F portfolio, value $1,062,378.

    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 28,796 shares
    Change vs previous 13F +2,194 shares

    0.11% of the 13F portfolio, value $1,237,059.

    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 26,602 shares
    Change vs previous 13F -457 shares

    0.1% of the 13F portfolio, value $1,064,596.

    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 27,059 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $977,912.

    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).