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Disclosery

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

N.E.W. Advisory Services LLC held 598,000 SPDW 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 598,000 shares
    Change vs previous 13F -7,577 shares

    2.02% of the 13F portfolio, value $30,133,219.

    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 605,577 shares
    Change vs previous 13F -1,059 shares

    2.07% of the 13F portfolio, value $27,644,578.

    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 606,636 shares
    Change vs previous 13F +109,024 shares

    1.99% of the 13F portfolio, value $26,940,722.

    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 497,612 shares
    Change vs previous 13F +3,063 shares

    1.9% of the 13F portfolio, value $21,292,806.

    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 494,549 shares
    Change vs previous 13F -271,410 shares

    1.94% of the 13F portfolio, value $20,024,296.

    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 765,959 shares
    Change vs previous 13F +103,619 shares

    2.13% of the 13F portfolio, value $27,888,549.

    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 662,340 shares
    Change vs previous 13F -35,029 shares

    2.15% of the 13F portfolio, value $22,605,680.

    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 697,369 shares
    Change vs previous 13F not available

    2.58% of the 13F portfolio, value $26,193,156.

    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).