Skip to content
Disclosery

New England Capital Financial Advisors LLC: CPSD 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 CPSD, newest first. How the timeline and the estimate are built.

New England Capital Financial Advisors LLC held 54,586 CPSD 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 54,586 shares
    Change vs previous 13F -2,000 shares

    0.35% of the 13F portfolio, value $1,457,183.

    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 56,586 shares
    Change vs previous 13F -1,112 shares

    0.4% of the 13F portfolio, value $1,466,449.

    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 57,698 shares
    Change vs previous 13F +214 shares

    0.59% of the 13F portfolio, value $1,501,584.

    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 57,484 shares
    Change vs previous 13F -794 shares

    0.62% of the 13F portfolio, value $1,467,830.

    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 58,278 shares
    Change vs previous 13F -551 shares

    0.66% of the 13F portfolio, value $1,445,598.

    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 58,829 shares
    Change vs previous 13F -754 shares

    0.72% of the 13F portfolio, value $1,405,819.

    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 59,583 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $1,440,717.

    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).