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

New England Private Wealth Advisors LLC held 584,061 CGDV 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 584,061 shares
    Change vs previous 13F +43,936 shares

    2.76% of the 13F portfolio, value $28,531,358.

    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 540,125 shares
    Change vs previous 13F +32,684 shares

    2.65% of the 13F portfolio, value $22,976,928.

    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 507,441 shares
    Change vs previous 13F +77,040 shares

    2.76% of the 13F portfolio, value $22,144,718.

    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 430,401 shares
    Change vs previous 13F +47,528 shares

    2.38% of the 13F portfolio, value $18,089,774.

    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 382,873 shares
    Change vs previous 13F +24,559 shares

    2.29% of the 13F portfolio, value $15,628,884.

    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 358,314 shares
    Change vs previous 13F +32,389 shares

    1.97% of the 13F portfolio, value $12,770,319.

    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 325,925 shares
    Change vs previous 13F +84,344 shares

    1.82% of the 13F portfolio, value $11,492,115.

    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 241,581 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $8,803,215.

    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).