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Disclosery

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

N.E.W. Advisory Services LLC held 158,062 SPSB 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 158,062 shares
    Change vs previous 13F +7,550 shares

    0.32% of the 13F portfolio, value $4,743,441.

    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 150,512 shares
    Change vs previous 13F -759 shares

    0.34% of the 13F portfolio, value $4,525,904.

    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 151,271 shares
    Change vs previous 13F +143,977 shares

    0.34% of the 13F portfolio, value $4,568,383.

    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 7,294 shares
    Change vs previous 13F -324 shares

    0.02% of the 13F portfolio, value $220,941.

    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 7,618 shares
    Change vs previous 13F -245,222 shares

    0.02% of the 13F portfolio, value $229,981.

    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 252,840 shares
    Change vs previous 13F +111,339 shares

    0.58% of the 13F portfolio, value $7,610,497.

    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 141,501 shares
    Change vs previous 13F +1,109 shares

    0.4% of the 13F portfolio, value $4,225,204.

    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 140,392 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $4,251,060.

    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).