N.E.W. Advisory Services LLC: TBUX position timeline

N.E.W. Advisory Services LLC held 8,479 TBUX 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 8,479 shares

   Change vs previous 13F -8,940 shares

   0.03% of the 13F portfolio, value $421,979.

   13F-HR 0001803456-26-000003 filed by N.E.W. Advisory Services LLC
   Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 17,419 shares

   Change vs previous 13F -6,766 shares

   0.06% of the 13F portfolio, value $866,617.

   13F-HR 0001803456-26-000002 filed by N.E.W. Advisory Services LLC
   Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 24,185 shares

   Change vs previous 13F +23,703 shares

   0.09% of the 13F portfolio, value $1,205,622.

   13F-HR 0001803456-26-000001 filed by N.E.W. Advisory Services LLC
   Filed 2026-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 482 shares

   Change vs previous 13F -3,865 shares

   <0.01% of the 13F portfolio, value $24,044.

   13F-HR 0001803456-25-000002 filed by N.E.W. Advisory Services LLC
   Filed 2025-10-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 4,347 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $216,224.

   13F-HR 0001764754-25-000013 filed by N.E.W. Advisory Services LLC
   Filed 2025-08-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).