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Disclosery

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

N.E.W. Advisory Services LLC held 100 TOST 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 100 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $2,782.

    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 100 shares
    Change vs previous 13F +40 shares

    <0.01% of the 13F portfolio, value $2,651.

    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 60 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,131.

    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).