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Disclosery

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

N.E.W. Advisory Services LLC held 267,584 VIOV 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 267,584 shares
    Change vs previous 13F -29,138 shares

    2.1% of the 13F portfolio, value $31,395,610.

    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 296,722 shares
    Change vs previous 13F -12,751 shares

    2.26% of the 13F portfolio, value $30,188,537.

    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 309,473 shares
    Change vs previous 13F +3,118 shares

    2.24% of the 13F portfolio, value $30,254,036.

    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 306,355 shares
    Change vs previous 13F -16,450 shares

    2.61% of the 13F portfolio, value $29,171,166.

    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 322,805 shares
    Change vs previous 13F -31,098 shares

    2.68% of the 13F portfolio, value $27,622,465.

    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 353,903 shares
    Change vs previous 13F +33,369 shares

    2.27% of the 13F portfolio, value $29,697,692.

    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 320,534 shares
    Change vs previous 13F -112,175 shares

    2.84% of the 13F portfolio, value $29,914,867.

    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 432,709 shares
    Change vs previous 13F not available

    3.94% of the 13F portfolio, value $40,008,338.

    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).