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New England Private Wealth Advisors LLC: AVUV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of New England Private Wealth Advisors LLC on AVUV, newest first. How the timeline and the estimate are built.

New England Private Wealth Advisors LLC held 28,359 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,359 shares
    Change vs previous 13F +323 shares

    0.34% of the 13F portfolio, value $3,552,824.

    13F-HR 0001582813-26-000005 filed by New England Private Wealth 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 28,036 shares
    Change vs previous 13F +104 shares

    0.36% of the 13F portfolio, value $3,097,129.

    13F-HR 0001582813-26-000003 filed by New England Private Wealth 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/A 27,932 shares
    Change vs previous 13F -2,310 shares

    0.35% of the 13F portfolio, value $2,848,486.

    13F-HR/A 0001582813-26-000002 filed by New England Private Wealth 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 30,242 shares
    Change vs previous 13F -12,457 shares

    0.4% of the 13F portfolio, value $3,010,009.

    13F-HR 0001582813-25-000003 filed by New England Private Wealth 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 42,699 shares
    Change vs previous 13F +42,699 shares

    0.58% of the 13F portfolio, value $3,988,941.

    13F-HR 0001085146-25-004653 filed by New England Private Wealth 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 0 shares
    Change vs previous 13F -44,521 shares

    13F-HR 0001085146-25-002766 filed by New England Private Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 44,521 shares
    Change vs previous 13F +12,211 shares

    0.68% of the 13F portfolio, value $4,297,619.

    13F-HR 0001085146-25-000908 filed by New England Private Wealth 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 32,310 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $3,100,163.

    13F-HR 0001085146-24-005415 filed by New England Private Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).