Skip to content
Disclosery

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

N.E.W. Advisory Services LLC held 977,108 SPYV 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 977,108 shares
    Change vs previous 13F -11,368 shares

    3.97% of the 13F portfolio, value $59,398,416.

    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 988,476 shares
    Change vs previous 13F -534,535 shares

    4.18% of the 13F portfolio, value $55,927,971.

    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 1,523,011 shares
    Change vs previous 13F +121,672 shares

    6.4% of the 13F portfolio, value $86,522,240.

    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 1,401,339 shares
    Change vs previous 13F +28,862 shares

    6.93% of the 13F portfolio, value $77,536,098.

    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 1,372,477 shares
    Change vs previous 13F -527,633 shares

    6.97% of the 13F portfolio, value $71,835,459.

    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 1,900,110 shares
    Change vs previous 13F +347,494 shares

    7.43% of the 13F portfolio, value $97,038,605.

    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 1,552,616 shares
    Change vs previous 13F -27,476 shares

    7.54% of the 13F portfolio, value $79,400,805.

    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 1,580,092 shares
    Change vs previous 13F not available

    8.23% of the 13F portfolio, value $83,523,692.

    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).