Skip to content
Disclosery

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

New England Capital Financial Advisors LLC held 233,698 PDBC 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 233,698 shares
    Change vs previous 13F -26,644 shares

    0.89% of the 13F portfolio, value $3,711,132.

    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 260,342 shares
    Change vs previous 13F -5,544 shares

    1.23% of the 13F portfolio, value $4,509,117.

    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 265,886 shares
    Change vs previous 13F +14,205 shares

    1.38% of the 13F portfolio, value $3,522,984.

    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 251,681 shares
    Change vs previous 13F +4,626 shares

    1.44% of the 13F portfolio, value $3,380,079.

    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).

  5. period ended2025-06-30
    13F 247,055 shares
    Change vs previous 13F +2,630 shares

    1.47% of the 13F portfolio, value $3,221,599.

    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 244,425 shares
    Change vs previous 13F -6,323 shares

    1.69% of the 13F portfolio, value $3,331,518.

    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 250,748 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $3,257,212.

    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).