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N.E.W. Advisory Services LLC Historic Quarter Change: Foreign Preferred Shares, Sold Out

N.E.W. Advisory Services LLC historic quarter change: Foreign Preferred Shares, Sold out

In preferred shares (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, N.E.W. Advisory Services LLC opened 2 positions, added to 0, reduced 0 and sold out of 1.

  • Q2 2025: Stock GGB; Country of operation —; Class SPON ADR REP PFD; Shares before 2,400.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1803456), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-06); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-05); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-28); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-27); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-18); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-07); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-24); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-31); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-05); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-24). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2019-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2025GGB
GERDAU SA
SPON ADR REP PFD2,4000-2,400$6,816$0-$6,8162025-08-18

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