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Disclosery

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

N.E.W. Advisory Services LLC held 35,865 JQUA 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 35,865 shares
    Change vs previous 13F +2,036 shares

    0.17% of the 13F portfolio, value $2,592,298.

    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 33,829 shares
    Change vs previous 13F -110,988 shares

    0.16% of the 13F portfolio, value $2,074,413.

    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 144,817 shares
    Change vs previous 13F +123,777 shares

    0.68% of the 13F portfolio, value $9,149,522.

    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 21,040 shares
    Change vs previous 13F +4,602 shares

    0.12% of the 13F portfolio, value $1,323,605.

    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 16,438 shares
    Change vs previous 13F -176,494 shares

    0.1% of the 13F portfolio, value $987,125.

    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 192,932 shares
    Change vs previous 13F +100,851 shares

    0.83% of the 13F portfolio, value $10,894,871.

    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 92,081 shares
    Change vs previous 13F +28,514 shares

    0.5% of the 13F portfolio, value $5,273,494.

    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 63,567 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $3,596,007.

    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).