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

N.E.W. Advisory Services LLC held 95,468 PG 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 95,468 shares
    Change vs previous 13F +3,162 shares

    0.94% of the 13F portfolio, value $13,999,461.

    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 92,306 shares
    Change vs previous 13F +3,617 shares

    1% of the 13F portfolio, value $13,332,741.

    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 88,689 shares
    Change vs previous 13F +10,113 shares

    0.94% of the 13F portfolio, value $12,709,999.

    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 78,576 shares
    Change vs previous 13F +331 shares

    1.08% of the 13F portfolio, value $12,073,199.

    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 78,245 shares
    Change vs previous 13F -15,494 shares

    1.21% of the 13F portfolio, value $12,465,982.

    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 93,739 shares
    Change vs previous 13F +7,213 shares

    1.22% of the 13F portfolio, value $15,974,933.

    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 86,526 shares
    Change vs previous 13F -1,194 shares

    1.38% of the 13F portfolio, value $14,506,127.

    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 87,720 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $15,193,101.

    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).