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Disclosery

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

N.E.W. Advisory Services LLC held 1,626 META 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 1,626 shares
    Change vs previous 13F -23 shares

    0.06% of the 13F portfolio, value $916,126.

    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 1,649 shares
    Change vs previous 13F -268 shares

    0.07% of the 13F portfolio, value $943,443.

    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 1,917 shares
    Change vs previous 13F +226 shares

    0.09% of the 13F portfolio, value $1,265,144.

    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 1,691 shares
    Change vs previous 13F -10 shares

    0.11% of the 13F portfolio, value $1,242,064.

    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 1,701 shares
    Change vs previous 13F -1,033 shares

    0.12% of the 13F portfolio, value $1,255,576.

    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 2,734 shares
    Change vs previous 13F +821 shares

    0.12% of the 13F portfolio, value $1,575,636.

    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 1,913 shares
    Change vs previous 13F -12 shares

    0.11% of the 13F portfolio, value $1,120,212.

    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 1,925 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,101,962.

    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).