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

N.E.W. Advisory Services LLC held 38,566 NIC 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 38,566 shares
    Change vs previous 13F -509 shares

    0.43% of the 13F portfolio, value $6,378,414.

    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 39,075 shares
    Change vs previous 13F -873 shares

    0.43% of the 13F portfolio, value $5,807,378.

    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 39,948 shares
    Change vs previous 13F +1,940 shares

    0.36% of the 13F portfolio, value $4,845,634.

    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 38,008 shares
    Change vs previous 13F -329 shares

    0.46% of the 13F portfolio, value $5,112,119.

    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 38,337 shares
    Change vs previous 13F -1,111 shares

    0.46% of the 13F portfolio, value $4,733,911.

    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 39,448 shares
    Change vs previous 13F -547 shares

    0.33% of the 13F portfolio, value $4,298,207.

    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 39,995 shares
    Change vs previous 13F -1,049 shares

    0.4% of the 13F portfolio, value $4,195,806.

    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 41,044 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $3,925,119.

    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).