Skip to content
Disclosery

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

New England Capital Financial Advisors LLC held 214,550 SPDW 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 214,550 shares
    Change vs previous 13F -7,182 shares

    2.58% of the 13F portfolio, value $10,811,186.

    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 221,732 shares
    Change vs previous 13F -9,997 shares

    2.77% of the 13F portfolio, value $10,122,087.

    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 231,729 shares
    Change vs previous 13F +7,671 shares

    4.02% of the 13F portfolio, value $10,291,085.

    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 224,058 shares
    Change vs previous 13F +4,307 shares

    4.08% of the 13F portfolio, value $9,587,431.

    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 219,751 shares
    Change vs previous 13F +7,022 shares

    4.07% of the 13F portfolio, value $8,897,736.

    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 212,729 shares
    Change vs previous 13F -15,965 shares

    3.94% of the 13F portfolio, value $7,745,476.

    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 228,694 shares
    Change vs previous 13F +12,214 shares

    3.81% of the 13F portfolio, value $7,805,339.

    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).

  8. period ended2024-09-30
    13F 216,480 shares
    Change vs previous 13F not available

    4.22% of the 13F portfolio, value $8,130,984.

    13F-HR 0001964652-24-000005 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).