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Disclosery

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

N.E.W. Advisory Services LLC held 32,488 VO 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 32,488 shares
    Change vs previous 13F +24,467 shares

    0.18% of the 13F portfolio, value $2,617,542.

    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 8,021 shares
    Change vs previous 13F +167 shares

    0.17% of the 13F portfolio, value $2,303,613.

    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 7,854 shares
    Change vs previous 13F -190 shares

    0.17% of the 13F portfolio, value $2,279,301.

    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 8,044 shares
    Change vs previous 13F +115 shares

    0.21% of the 13F portfolio, value $2,362,727.

    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 7,929 shares
    Change vs previous 13F -740 shares

    0.22% of the 13F portfolio, value $2,218,886.

    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 8,669 shares
    Change vs previous 13F +820 shares

    0.17% of the 13F portfolio, value $2,242,044.

    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 7,849 shares
    Change vs previous 13F +304 shares

    0.2% of the 13F portfolio, value $2,073,623.

    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 7,545 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,991,027.

    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).