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Disclosery

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

N.E.W. Advisory Services LLC held 472,621 SPTM 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 472,621 shares
    Change vs previous 13F +16,485 shares

    2.87% of the 13F portfolio, value $42,909,234.

    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 456,136 shares
    Change vs previous 13F +11,222 shares

    2.7% of the 13F portfolio, value $36,062,151.

    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 444,914 shares
    Change vs previous 13F +31,339 shares

    2.71% of the 13F portfolio, value $36,705,396.

    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 413,575 shares
    Change vs previous 13F +8,443 shares

    2.98% of the 13F portfolio, value $33,354,810.

    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 405,132 shares
    Change vs previous 13F -68,010 shares

    2.94% of the 13F portfolio, value $30,340,343.

    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 473,142 shares
    Change vs previous 13F +67,100 shares

    2.46% of the 13F portfolio, value $32,178,390.

    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 406,042 shares
    Change vs previous 13F +5,626 shares

    2.75% of the 13F portfolio, value $29,003,618.

    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 400,416 shares
    Change vs previous 13F not available

    2.77% of the 13F portfolio, value $28,053,166.

    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).