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Disclosery

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

N.E.W. Advisory Services LLC held 16,097 VYM 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 16,097 shares
    Change vs previous 13F -58 shares

    0.17% of the 13F portfolio, value $2,543,824.

    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 16,155 shares
    Change vs previous 13F +3,370 shares

    0.18% of the 13F portfolio, value $2,392,614.

    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 12,785 shares
    Change vs previous 13F -742 shares

    0.14% of the 13F portfolio, value $1,834,920.

    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 13,527 shares
    Change vs previous 13F +814 shares

    0.17% of the 13F portfolio, value $1,906,688.

    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 12,713 shares
    Change vs previous 13F -755 shares

    0.16% of the 13F portfolio, value $1,694,711.

    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 13,468 shares
    Change vs previous 13F -15 shares

    0.13% of the 13F portfolio, value $1,736,810.

    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 13,483 shares
    Change vs previous 13F +1,189 shares

    0.16% of the 13F portfolio, value $1,720,180.

    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 12,294 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,575,997.

    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).