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

New England Capital Financial Advisors LLC held 251,152 CSRE 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 251,152 shares
    Change vs previous 13F +8,853 shares

    1.7% of the 13F portfolio, value $7,127,687.

    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 242,299 shares
    Change vs previous 13F +86,563 shares

    1.74% of the 13F portfolio, value $6,367,624.

    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 155,736 shares
    Change vs previous 13F +10,666 shares

    1.55% of the 13F portfolio, value $3,973,438.

    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 145,070 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $3,779,079.

    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).