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New England Private Wealth Advisors LLC: CEFS 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 CEFS, newest first. How the timeline and the estimate are built.

New England Private Wealth Advisors LLC held 410,877 CEFS 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 410,877 shares
    Change vs previous 13F +20,362 shares

    1% of the 13F portfolio, value $10,313,020.

    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 390,515 shares
    Change vs previous 13F +7,773 shares

    1.02% of the 13F portfolio, value $8,806,108.

    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 382,742 shares
    Change vs previous 13F +24,412 shares

    1.1% of the 13F portfolio, value $8,818,376.

    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 358,330 shares
    Change vs previous 13F +43,317 shares

    1.08% of the 13F portfolio, value $8,159,177.

    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 315,013 shares
    Change vs previous 13F +60,495 shares

    1.03% of the 13F portfolio, value $7,049,982.

    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 254,518 shares
    Change vs previous 13F +143,770 shares

    0.84% of the 13F portfolio, value $5,428,861.

    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).

  7. period ended2024-12-31
    13F 110,748 shares
    Change vs previous 13F +95,766 shares

    0.38% of the 13F portfolio, value $2,372,224.

    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 14,982 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $333,357.

    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).