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

New England Capital Financial Advisors LLC held 116,106 XCEM 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 116,106 shares
    Change vs previous 13F +1,742 shares

    1.47% of the 13F portfolio, value $6,139,661.

    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 114,364 shares
    Change vs previous 13F +4,721 shares

    1.28% of the 13F portfolio, value $4,667,177.

    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 109,643 shares
    Change vs previous 13F +3,989 shares

    1.64% of the 13F portfolio, value $4,205,906.

    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 105,654 shares
    Change vs previous 13F +464 shares

    1.63% of the 13F portfolio, value $3,838,417.

    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 105,190 shares
    Change vs previous 13F +711 shares

    1.65% of the 13F portfolio, value $3,595,408.

    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 104,479 shares
    Change vs previous 13F +8,954 shares

    1.57% of the 13F portfolio, value $3,085,775.

    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 95,525 shares
    Change vs previous 13F +6,212 shares

    1.38% of the 13F portfolio, value $2,827,546.

    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 89,313 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $2,917,859.

    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).