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

N.E.W. Advisory Services LLC held 2,205,265 SPAB 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 2,205,265 shares
    Change vs previous 13F +94,699 shares

    3.76% of the 13F portfolio, value $56,278,352.

    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 2,110,566 shares
    Change vs previous 13F +2,160 shares

    4.04% of the 13F portfolio, value $54,072,691.

    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 2,108,406 shares
    Change vs previous 13F +304,080 shares

    4.02% of the 13F portfolio, value $54,291,450.

    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 1,804,326 shares
    Change vs previous 13F +68,346 shares

    4.17% of the 13F portfolio, value $46,641,824.

    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 1,735,980 shares
    Change vs previous 13F -546,886 shares

    4.31% of the 13F portfolio, value $44,441,075.

    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 2,282,866 shares
    Change vs previous 13F +227,510 shares

    4.46% of the 13F portfolio, value $58,304,395.

    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 2,055,356 shares
    Change vs previous 13F -258,281 shares

    4.88% of the 13F portfolio, value $51,363,331.

    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 2,313,637 shares
    Change vs previous 13F not available

    5.96% of the 13F portfolio, value $60,478,454.

    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).