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Disclosery

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

N.E.W. Advisory Services LLC held 16,344 VCSH 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 16,344 shares
    Change vs previous 13F +94 shares

    0.09% of the 13F portfolio, value $1,291,651.

    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 16,250 shares
    Change vs previous 13F +992 shares

    0.1% of the 13F portfolio, value $1,288,148.

    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 15,258 shares
    Change vs previous 13F +166 shares

    0.09% of the 13F portfolio, value $1,216,484.

    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 15,092 shares
    Change vs previous 13F +668 shares

    0.11% of the 13F portfolio, value $1,206,267.

    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 14,424 shares
    Change vs previous 13F +150 shares

    0.11% of the 13F portfolio, value $1,146,669.

    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 14,274 shares
    Change vs previous 13F -369 shares

    0.09% of the 13F portfolio, value $1,126,785.

    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 14,643 shares
    Change vs previous 13F +909 shares

    0.11% of the 13F portfolio, value $1,142,344.

    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 13,734 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,090,828.

    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).