N.E.W. Advisory Services LLC: PDCC 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 PDCC, newest first. How the timeline and the estimate are built.
N.E.W. Advisory Services LLC held 710 PDCC shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 710 sharesChange vs previous 13F +200 shares
<0.01% of the 13F portfolio, value $7,075.
13F-HR 0001803456-26-000003 filed by N.E.W. Advisory Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 510 sharesChange vs previous 13F -490 shares
<0.01% of the 13F portfolio, value $5,361.
13F-HR 0001803456-26-000002 filed by N.E.W. Advisory Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,000 sharesChange vs previous 13F +600 shares
<0.01% of the 13F portfolio, value $13,930.
13F-HR 0001803456-26-000001 filed by N.E.W. Advisory Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 400 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $6,600.
13F-HR 0001803456-25-000002 filed by N.E.W. Advisory Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).