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Disclosery

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

N.E.W. Advisory Services LLC held 358,906 SPEM 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 358,906 shares
    Change vs previous 13F -8,471 shares

    1.24% of the 13F portfolio, value $18,584,168.

    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 367,377 shares
    Change vs previous 13F +2,438 shares

    1.29% of the 13F portfolio, value $17,233,645.

    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 364,939 shares
    Change vs previous 13F +68,883 shares

    1.26% of the 13F portfolio, value $17,082,780.

    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 296,056 shares
    Change vs previous 13F -6,300 shares

    1.24% of the 13F portfolio, value $13,858,372.

    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 302,356 shares
    Change vs previous 13F -147,229 shares

    1.25% of the 13F portfolio, value $12,922,687.

    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 449,585 shares
    Change vs previous 13F +59,447 shares

    1.35% of the 13F portfolio, value $17,700,171.

    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 390,138 shares
    Change vs previous 13F -41,914 shares

    1.42% of the 13F portfolio, value $14,969,580.

    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 432,052 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $17,835,096.

    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).