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

New England Capital Financial Advisors LLC held 2,742,268 HFSI 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 2,742,268 shares
    Change vs previous 13F +197,332 shares

    23.05% of the 13F portfolio, value $96,418,159.

    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 2,544,936 shares
    Change vs previous 13F +2,228,972 shares

    24.19% of the 13F portfolio, value $88,360,178.

    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 315,964 shares
    Change vs previous 13F not available

    4.38% of the 13F portfolio, value $11,210,403.

    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).