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

N.E.W. Advisory Services LLC held 29,767 WFC 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 29,767 shares
    Change vs previous 13F -166 shares

    0.16% of the 13F portfolio, value $2,459,917.

    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 29,933 shares
    Change vs previous 13F +1,490 shares

    0.18% of the 13F portfolio, value $2,382,965.

    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 28,443 shares
    Change vs previous 13F +154 shares

    0.2% of the 13F portfolio, value $2,650,847.

    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 28,289 shares
    Change vs previous 13F +108 shares

    0.21% of the 13F portfolio, value $2,371,164.

    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 28,181 shares
    Change vs previous 13F -1,655 shares

    0.22% of the 13F portfolio, value $2,257,864.

    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 29,836 shares
    Change vs previous 13F +1,420 shares

    0.16% of the 13F portfolio, value $2,141,897.

    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 28,416 shares
    Change vs previous 13F -174 shares

    0.19% of the 13F portfolio, value $1,995,919.

    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 28,590 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,615,030.

    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).