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

New England Capital Financial Advisors LLC held 101,462 SPYG 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 101,462 shares
    Change vs previous 13F -3,977 shares

    2.89% of the 13F portfolio, value $12,072,943.

    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 105,439 shares
    Change vs previous 13F -8,154 shares

    2.83% of the 13F portfolio, value $10,323,487.

    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 113,593 shares
    Change vs previous 13F -1,269 shares

    4.73% of the 13F portfolio, value $12,120,356.

    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 114,862 shares
    Change vs previous 13F -2,430 shares

    5.1% of the 13F portfolio, value $12,004,223.

    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 117,292 shares
    Change vs previous 13F -1,604 shares

    5.12% of the 13F portfolio, value $11,180,270.

    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 118,896 shares
    Change vs previous 13F -11,789 shares

    4.86% of the 13F portfolio, value $9,555,702.

    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 130,685 shares
    Change vs previous 13F -11,634 shares

    5.61% of the 13F portfolio, value $11,487,227.

    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 142,319 shares
    Change vs previous 13F not available

    6.13% of the 13F portfolio, value $11,803,911.

    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).