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Disclosery

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

N.E.W. Advisory Services LLC held 223,623 GWX 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 223,623 shares
    Change vs previous 13F -4,879 shares

    0.65% of the 13F portfolio, value $9,785,724.

    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 228,502 shares
    Change vs previous 13F -9,189 shares

    0.72% of the 13F portfolio, value $9,649,637.

    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 237,691 shares
    Change vs previous 13F +46,095 shares

    0.72% of the 13F portfolio, value $9,712,052.

    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 191,596 shares
    Change vs previous 13F -11,852 shares

    0.69% of the 13F portfolio, value $7,698,316.

    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 203,448 shares
    Change vs previous 13F -138,600 shares

    0.73% of the 13F portfolio, value $7,564,186.

    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 342,048 shares
    Change vs previous 13F +11,816 shares

    0.84% of the 13F portfolio, value $10,931,846.

    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 330,232 shares
    Change vs previous 13F -77,248 shares

    0.97% of the 13F portfolio, value $10,232,250.

    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 407,480 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $13,907,311.

    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).