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

N.E.W. Advisory Services LLC held 3,280 TPHD 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 3,280 shares
    Change vs previous 13F +1 shares

    0.01% of the 13F portfolio, value $138,676.

    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 3,279 shares
    Change vs previous 13F -190 shares

    0.01% of the 13F portfolio, value $135,636.

    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 3,469 shares
    Change vs previous 13F +3,293 shares

    0.01% of the 13F portfolio, value $133,673.

    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 176 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $6,932.

    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 175 shares
    Change vs previous 13F -6,201 shares

    <0.01% of the 13F portfolio, value $6,627.

    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 6,376 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $239,881.

    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).