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Disclosery

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

N.E.W. Advisory Services LLC held 27,551 SLV 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 27,551 shares
    Change vs previous 13F +760 shares

    0.1% of the 13F portfolio, value $1,473,156.

    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 26,791 shares
    Change vs previous 13F +165 shares

    0.14% of the 13F portfolio, value $1,825,544.

    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 26,626 shares
    Change vs previous 13F +311 shares

    0.13% of the 13F portfolio, value $1,715,252.

    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 26,315 shares
    Change vs previous 13F +1,244 shares

    0.1% of the 13F portfolio, value $1,114,970.

    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 25,071 shares
    Change vs previous 13F +613 shares

    0.08% of the 13F portfolio, value $822,582.

    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 24,458 shares
    Change vs previous 13F +3,506 shares

    0.06% of the 13F portfolio, value $757,956.

    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 20,952 shares
    Change vs previous 13F +10,059 shares

    0.05% of the 13F portfolio, value $551,668.

    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 10,893 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $309,472.

    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).