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

New England Capital Financial Advisors LLC held 196,252 SPYV 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 196,252 shares
    Change vs previous 13F -6,132 shares

    2.85% of the 13F portfolio, value $11,930,158.

    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 202,384 shares
    Change vs previous 13F -6,791 shares

    3.13% of the 13F portfolio, value $11,450,862.

    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 209,175 shares
    Change vs previous 13F -1,250 shares

    4.64% of the 13F portfolio, value $11,883,228.

    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 210,425 shares
    Change vs previous 13F -1,496 shares

    4.95% of the 13F portfolio, value $11,642,811.

    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 211,921 shares
    Change vs previous 13F -592 shares

    5.08% of the 13F portfolio, value $11,091,943.

    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 212,513 shares
    Change vs previous 13F -22,981 shares

    5.52% of the 13F portfolio, value $10,853,037.

    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 235,494 shares
    Change vs previous 13F -2,452 shares

    5.88% of the 13F portfolio, value $12,043,161.

    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 237,946 shares
    Change vs previous 13F not available

    6.53% of the 13F portfolio, value $12,577,847.

    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).