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Disclosery

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

N.E.W. Advisory Services LLC held 30,590 VTV 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 30,590 shares
    Change vs previous 13F +1,209 shares

    0.45% of the 13F portfolio, value $6,666,439.

    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 29,381 shares
    Change vs previous 13F -95 shares

    0.43% of the 13F portfolio, value $5,764,620.

    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 29,476 shares
    Change vs previous 13F -515 shares

    0.42% of the 13F portfolio, value $5,629,645.

    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 29,991 shares
    Change vs previous 13F -567 shares

    0.5% of the 13F portfolio, value $5,592,952.

    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 30,558 shares
    Change vs previous 13F -5,083 shares

    0.52% of the 13F portfolio, value $5,400,840.

    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 35,641 shares
    Change vs previous 13F +6,549 shares

    0.47% of the 13F portfolio, value $6,156,599.

    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 29,092 shares
    Change vs previous 13F +430 shares

    0.47% of the 13F portfolio, value $4,925,465.

    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 28,662 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $5,003,473.

    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).