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New England Capital Financial Advisors LLC: CGMU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of New England Capital Financial Advisors LLC on CGMU, newest first. How the timeline and the estimate are built.

New England Capital Financial Advisors LLC held 291,291 CGMU shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 291,291 shares
    Change vs previous 13F +8,526 shares

    1.91% of the 13F portfolio, value $8,001,776.

    13F-HR 0001964652-26-000004 filed by New England Capital Financial Advisors 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 282,765 shares
    Change vs previous 13F +127,249 shares

    2.1% of the 13F portfolio, value $7,677,078.

    13F-HR 0001964652-26-000002 filed by New England Capital Financial Advisors 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 155,516 shares
    Change vs previous 13F +14,373 shares

    1.66% of the 13F portfolio, value $4,258,019.

    13F-HR 0001964652-26-000001 filed by New England Capital Financial Advisors 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 141,143 shares
    Change vs previous 13F +6,240 shares

    1.64% of the 13F portfolio, value $3,851,787.

    13F-HR 0001964652-25-000007 filed by New England Capital Financial Advisors 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 134,903 shares
    Change vs previous 13F +11,870 shares

    1.65% of the 13F portfolio, value $3,600,567.

    13F-HR 0001964652-25-000005 filed by New England Capital Financial Advisors 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 123,033 shares
    Change vs previous 13F -15,355 shares

    1.68% of the 13F portfolio, value $3,299,733.

    13F-HR 0001964652-25-000002 filed by New England Capital Financial Advisors 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 138,388 shares
    Change vs previous 13F +8,378 shares

    1.82% of the 13F portfolio, value $3,725,408.

    13F-HR 0001964652-25-000001 filed by New England Capital Financial Advisors 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 130,010 shares
    Change vs previous 13F not available

    1.85% of the 13F portfolio, value $3,570,082.

    13F-HR 0001964652-24-000005 filed by New England Capital Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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