N.E.W. Advisory Services LLC

SEC CIK: 0001803456
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

PTC holding history

PTC Inc. in every 13F filed by N.E.W. Advisory Services LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PTC overview All 13F holders of PTC Full Q2 2026 holdings

Shares (Q4 2025): 0; Sold out in Q4 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2025

Holdings of PTC by N.E.W. Advisory Services LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2025	0	$0	0.0%	−93−100.0%	Sold out	Holders
Q3 2025	93	$18.9K	<0.1%	00.0%	Unchanged	Holders
Q2 2025	93	$16.0K	<0.1%	00.0%	Unchanged	Holders
Q1 2025	93	$14.4K	<0.1%	+93	New	Holders