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Disclosery

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

N.E.W. Advisory Services LLC held 89,587 VSS 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 89,587 shares
    Change vs previous 13F +3,932 shares

    0.92% of the 13F portfolio, value $13,822,435.

    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 85,655 shares
    Change vs previous 13F -85 shares

    0.93% of the 13F portfolio, value $12,487,712.

    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 85,740 shares
    Change vs previous 13F +4,262 shares

    0.91% of the 13F portfolio, value $12,289,174.

    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 81,478 shares
    Change vs previous 13F +2,328 shares

    1.04% of the 13F portfolio, value $11,614,659.

    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 79,150 shares
    Change vs previous 13F -20,358 shares

    1.03% of the 13F portfolio, value $10,636,943.

    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 99,508 shares
    Change vs previous 13F +16,018 shares

    0.88% of the 13F portfolio, value $11,503,134.

    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 83,490 shares
    Change vs previous 13F +6,402 shares

    0.91% of the 13F portfolio, value $9,557,966.

    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 77,088 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $9,710,045.

    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).