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Disclosery

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

N.E.W. Advisory Services LLC held 12,352 VDC 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 12,352 shares
    Change vs previous 13F -191 shares

    0.19% of the 13F portfolio, value $2,785,228.

    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 12,543 shares
    Change vs previous 13F -38 shares

    0.21% of the 13F portfolio, value $2,817,056.

    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 12,581 shares
    Change vs previous 13F +129 shares

    0.2% of the 13F portfolio, value $2,657,521.

    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 12,452 shares
    Change vs previous 13F +60 shares

    0.24% of the 13F portfolio, value $2,661,272.

    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 12,392 shares
    Change vs previous 13F -1,092 shares

    0.26% of the 13F portfolio, value $2,713,947.

    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 13,484 shares
    Change vs previous 13F +2,728 shares

    0.23% of the 13F portfolio, value $2,950,595.

    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 10,756 shares
    Change vs previous 13F +213 shares

    0.22% of the 13F portfolio, value $2,273,460.

    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 10,543 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,303,451.

    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).