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Disclosery

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

N.E.W. Advisory Services LLC held 31,862 VOO 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 31,862 shares
    Change vs previous 13F +2,172 shares

    1.46% of the 13F portfolio, value $21,882,924.

    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 29,690 shares
    Change vs previous 13F +1,798 shares

    1.33% of the 13F portfolio, value $17,741,472.

    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 27,892 shares
    Change vs previous 13F +2,589 shares

    1.29% of the 13F portfolio, value $17,492,020.

    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 25,303 shares
    Change vs previous 13F +1,481 shares

    1.38% of the 13F portfolio, value $15,495,181.

    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 23,822 shares
    Change vs previous 13F -651 shares

    1.31% of the 13F portfolio, value $13,531,471.

    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 24,473 shares
    Change vs previous 13F +3,921 shares

    0.96% of the 13F portfolio, value $12,576,775.

    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 20,552 shares
    Change vs previous 13F +2,399 shares

    1.05% of the 13F portfolio, value $11,073,982.

    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 18,153 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $9,579,220.

    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).