Skip to content
Disclosery

Aventura Private Wealth, LLC: NEE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aventura Private Wealth, LLC on NEE, newest first. How the timeline and the estimate are built.

Aventura Private Wealth, LLC held 15,892 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,892 shares
    Change vs previous 13F +523 shares

    0.43% of the 13F portfolio, value $1,394,885.

    13F-HR 0002074418-26-000007 filed by Aventura Private Wealth, 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 15,369 shares
    Change vs previous 13F -326 shares

    0.52% of the 13F portfolio, value $1,427,440.

    13F-HR 0002074418-26-000006 filed by Aventura Private Wealth, 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 15,695 shares
    Change vs previous 13F +96 shares

    0.45% of the 13F portfolio, value $1,259,976.

    13F-HR 0002074418-26-000001 filed by Aventura Private Wealth, 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 15,599 shares
    Change vs previous 13F -1,373 shares

    0.43% of the 13F portfolio, value $1,177,550.

    13F-HR 0002074418-26-000005 filed by Aventura Private Wealth, 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 16,972 shares
    Change vs previous 13F +778 shares

    0.51% of the 13F portfolio, value $1,178,210.

    13F-HR 0002074418-26-000004 filed by Aventura Private Wealth, 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 16,194 shares
    Change vs previous 13F +534 shares

    0.6% of the 13F portfolio, value $1,148,006.

    13F-HR 0002074418-26-000003 filed by Aventura Private Wealth, 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 15,660 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $1,122,639.

    13F-HR 0002074418-26-000002 filed by Aventura Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).