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

N.E.W. Advisory Services LLC held 876,954 SPYM 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 876,954 shares
    Change vs previous 13F -67,559 shares

    5.15% of the 13F portfolio, value $77,066,761.

    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 944,513 shares
    Change vs previous 13F +39,366 shares

    5.41% of the 13F portfolio, value $72,292,988.

    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 905,147 shares
    Change vs previous 13F +10,303 shares

    5.37% of the 13F portfolio, value $72,610,878.

    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 894,844 shares
    Change vs previous 13F -13,965 shares

    6.26% of the 13F portfolio, value $70,102,106.

    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 908,809 shares
    Change vs previous 13F -151,365 shares

    6.41% of the 13F portfolio, value $66,061,326.

    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 1,060,174 shares
    Change vs previous 13F +79,930 shares

    5.34% of the 13F portfolio, value $69,717,024.

    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 980,244 shares
    Change vs previous 13F -257,581 shares

    6.42% of the 13F portfolio, value $67,578,013.

    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 1,237,825 shares
    Change vs previous 13F not available

    8.24% of the 13F portfolio, value $83,565,597.

    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).