Skip to content
Disclosery

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

N.E.W. Advisory Services LLC held 40,620 T 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 40,620 shares
    Change vs previous 13F -1,632 shares

    0.06% of the 13F portfolio, value $840,843.

    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 42,252 shares
    Change vs previous 13F +8,381 shares

    0.09% of the 13F portfolio, value $1,224,884.

    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 33,871 shares
    Change vs previous 13F +3,572 shares

    0.06% of the 13F portfolio, value $841,363.

    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 30,299 shares
    Change vs previous 13F +60 shares

    0.08% of the 13F portfolio, value $855,639.

    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 30,239 shares
    Change vs previous 13F -222 shares

    0.08% of the 13F portfolio, value $875,128.

    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 30,461 shares
    Change vs previous 13F -277 shares

    0.07% of the 13F portfolio, value $861,430.

    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 30,738 shares
    Change vs previous 13F +1,200 shares

    0.07% of the 13F portfolio, value $699,883.

    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 29,538 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $649,838.

    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).