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Disclosery

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

N.E.W. Advisory Services LLC held 6,830 SGOV 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 6,830 shares
    Change vs previous 13F +2,683 shares

    0.05% of the 13F portfolio, value $687,617.

    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 4,147 shares
    Change vs previous 13F +810 shares

    0.03% of the 13F portfolio, value $417,403.

    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 3,337 shares
    Change vs previous 13F -139 shares

    0.02% of the 13F portfolio, value $334,952.

    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 3,476 shares
    Change vs previous 13F -5,839 shares

    0.03% of the 13F portfolio, value $350,040.

    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 9,315 shares
    Change vs previous 13F -1,152 shares

    0.09% of the 13F portfolio, value $937,905.

    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 10,467 shares
    Change vs previous 13F +1,342 shares

    0.08% of the 13F portfolio, value $1,053,687.

    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 9,125 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $915,466.

    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).