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Disclosery

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

N.E.W. Advisory Services LLC held 7,154 VCR 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 7,154 shares
    Change vs previous 13F -372 shares

    0.19% of the 13F portfolio, value $2,837,354.

    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 7,526 shares
    Change vs previous 13F -126 shares

    0.2% of the 13F portfolio, value $2,701,932.

    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 7,652 shares
    Change vs previous 13F -220 shares

    0.22% of the 13F portfolio, value $3,014,110.

    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 7,872 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $3,118,623.

    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 7,872 shares
    Change vs previous 13F -2,118 shares

    0.28% of the 13F portfolio, value $2,852,029.

    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 9,990 shares
    Change vs previous 13F +1,741 shares

    0.25% of the 13F portfolio, value $3,251,852.

    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 8,249 shares
    Change vs previous 13F -576 shares

    0.29% of the 13F portfolio, value $3,096,855.

    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 8,825 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $3,004,626.

    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).