Skip to content
Disclosery

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

N.E.W. Advisory Services LLC held 37,572 TDIV 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 37,572 shares
    Change vs previous 13F +534 shares

    0.29% of the 13F portfolio, value $4,316,234.

    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 37,038 shares
    Change vs previous 13F +31,623 shares

    0.26% of the 13F portfolio, value $3,469,019.

    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 5,415 shares
    Change vs previous 13F +5,035 shares

    0.04% of the 13F portfolio, value $524,349.

    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 380 shares
    Change vs previous 13F -48 shares

    <0.01% of the 13F portfolio, value $37,498.

    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 428 shares
    Change vs previous 13F -16,811 shares

    <0.01% of the 13F portfolio, value $38,571.

    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 17,239 shares
    Change vs previous 13F +7,674 shares

    0.1% of the 13F portfolio, value $1,268,943.

    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 9,565 shares
    Change vs previous 13F -280 shares

    0.07% of the 13F portfolio, value $750,450.

    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 9,845 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $790,637.

    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).