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Disclosery

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

N.E.W. Advisory Services LLC held 24,597 O 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 24,597 shares
    Change vs previous 13F +765 shares

    0.1% of the 13F portfolio, value $1,524,017.

    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 23,832 shares
    Change vs previous 13F +3,854 shares

    0.11% of the 13F portfolio, value $1,458,015.

    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 19,978 shares
    Change vs previous 13F +754 shares

    0.08% of the 13F portfolio, value $1,126,150.

    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 19,224 shares
    Change vs previous 13F +1,720 shares

    0.1% of the 13F portfolio, value $1,168,643.

    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 17,504 shares
    Change vs previous 13F +2,001 shares

    0.1% of the 13F portfolio, value $1,008,395.

    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 15,503 shares
    Change vs previous 13F +186 shares

    0.07% of the 13F portfolio, value $899,317.

    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 15,317 shares
    Change vs previous 13F +1,809 shares

    0.08% of the 13F portfolio, value $818,053.

    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 13,508 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $856,675.

    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).