Skip to content
Disclosery

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

N.E.W. Advisory Services LLC held 42,320 WEC 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 42,320 shares
    Change vs previous 13F -88 shares

    0.33% of the 13F portfolio, value $4,941,706.

    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 42,408 shares
    Change vs previous 13F +4,062 shares

    0.37% of the 13F portfolio, value $4,909,596.

    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 38,346 shares
    Change vs previous 13F +3,813 shares

    0.3% of the 13F portfolio, value $4,043,970.

    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 34,533 shares
    Change vs previous 13F -602 shares

    0.35% of the 13F portfolio, value $3,957,172.

    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 35,135 shares
    Change vs previous 13F -5,026 shares

    0.36% of the 13F portfolio, value $3,661,107.

    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 40,161 shares
    Change vs previous 13F +2,142 shares

    0.33% of the 13F portfolio, value $4,376,719.

    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 38,019 shares
    Change vs previous 13F +2,659 shares

    0.34% of the 13F portfolio, value $3,575,240.

    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 35,360 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $3,400,959.

    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).