Skip to content
Disclosery

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

N.E.W. Advisory Services LLC held 84,163 VXF 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 84,163 shares
    Change vs previous 13F -62 shares

    1.39% of the 13F portfolio, value $20,721,870.

    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 84,225 shares
    Change vs previous 13F +4,308 shares

    1.3% of the 13F portfolio, value $17,333,530.

    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 79,917 shares
    Change vs previous 13F +4,606 shares

    1.24% of the 13F portfolio, value $16,712,208.

    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 75,311 shares
    Change vs previous 13F +2,872 shares

    1.41% of the 13F portfolio, value $15,765,515.

    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 72,439 shares
    Change vs previous 13F -12,289 shares

    1.35% of the 13F portfolio, value $13,959,665.

    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 84,728 shares
    Change vs previous 13F +18,717 shares

    1.12% of the 13F portfolio, value $14,595,176.

    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 66,011 shares
    Change vs previous 13F +935 shares

    1.19% of the 13F portfolio, value $12,540,692.

    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 65,076 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $11,843,032.

    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).