New England Capital Financial Advisors LLC: ES 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 ES, newest first. How the timeline and the estimate are built.
New England Capital Financial Advisors LLC held 8,865 ES shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 8,865 sharesChange vs previous 13F +11 shares
0.15% of the 13F portfolio, value $640,695.
13F-HR 0001964652-26-000004 filed by New England Capital Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 8,854 sharesChange vs previous 13F -60 shares
0.17% of the 13F portfolio, value $613,407.
13F-HR 0001964652-26-000002 filed by New England Capital Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 8,914 sharesChange vs previous 13F +25 shares
0.23% of the 13F portfolio, value $600,152.
13F-HR 0001964652-26-000001 filed by New England Capital Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 8,889 sharesChange vs previous 13F +23 shares
0.27% of the 13F portfolio, value $632,371.
13F-HR 0001964652-25-000007 filed by New England Capital Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 8,866 sharesChange vs previous 13F +26 shares
0.26% of the 13F portfolio, value $564,038.
13F-HR 0001964652-25-000005 filed by New England Capital Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 8,840 sharesChange vs previous 13F +343 shares
0.28% of the 13F portfolio, value $549,070.
13F-HR 0001964652-25-000002 filed by New England Capital Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 8,497 sharesChange vs previous 13F -448 shares
0.24% of the 13F portfolio, value $487,971.
13F-HR 0001964652-25-000001 filed by New England Capital Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 8,945 sharesChange vs previous 13F not available
0.32% of the 13F portfolio, value $608,721.
13F-HR 0001964652-24-000005 filed by New England Capital Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).