Skip to content
Disclosery

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

N.E.W. Advisory Services LLC held 25,142 SDVY 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 25,142 shares
    Change vs previous 13F -451 shares

    0.07% of the 13F portfolio, value $1,084,634.

    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 25,593 shares
    Change vs previous 13F -11,831 shares

    0.08% of the 13F portfolio, value $1,009,146.

    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 37,424 shares
    Change vs previous 13F +30,058 shares

    0.11% of the 13F portfolio, value $1,434,084.

    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 7,366 shares
    Change vs previous 13F -40,971 shares

    0.03% of the 13F portfolio, value $280,054.

    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 48,337 shares
    Change vs previous 13F -375,016 shares

    0.17% of the 13F portfolio, value $1,705,347.

    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 423,353 shares
    Change vs previous 13F +220,599 shares

    1.09% of the 13F portfolio, value $14,182,333.

    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 202,754 shares
    Change vs previous 13F +14,675 shares

    0.69% of the 13F portfolio, value $7,268,757.

    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 188,079 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $6,842,312.

    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).