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Disclosery

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

N.E.W. Advisory Services LLC held 20,798 XLF 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 20,798 shares
    Change vs previous 13F +1,601 shares

    0.07% of the 13F portfolio, value $1,114,993.

    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 19,197 shares
    Change vs previous 13F +874 shares

    0.07% of the 13F portfolio, value $947,732.

    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 18,323 shares
    Change vs previous 13F -2,209 shares

    0.07% of the 13F portfolio, value $1,003,531.

    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 20,532 shares
    Change vs previous 13F +395 shares

    0.1% of the 13F portfolio, value $1,106,077.

    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 20,137 shares
    Change vs previous 13F -245 shares

    0.1% of the 13F portfolio, value $1,054,583.

    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 20,382 shares
    Change vs previous 13F +557 shares

    0.08% of the 13F portfolio, value $1,015,227.

    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 19,825 shares
    Change vs previous 13F +1,675 shares

    0.09% of the 13F portfolio, value $958,155.

    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 18,150 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $822,569.

    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).