Skip to content
Disclosery

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

New England Private Wealth Advisors LLC held 154,990 DFAT 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 154,990 shares
    Change vs previous 13F -3,243 shares

    1.06% of the 13F portfolio, value $10,937,618.

    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 158,233 shares
    Change vs previous 13F +632 shares

    1.14% of the 13F portfolio, value $9,881,622.

    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 157,601 shares
    Change vs previous 13F -18,978 shares

    1.17% of the 13F portfolio, value $9,383,561.

    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 176,579 shares
    Change vs previous 13F -3,511 shares

    1.35% of the 13F portfolio, value $10,278,658.

    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 180,090 shares
    Change vs previous 13F -87,289 shares

    1.45% of the 13F portfolio, value $9,892,325.

    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 267,379 shares
    Change vs previous 13F -2,927 shares

    2.13% of the 13F portfolio, value $13,767,364.

    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 270,306 shares
    Change vs previous 13F -5,685 shares

    2.38% of the 13F portfolio, value $15,045,229.

    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 275,991 shares
    Change vs previous 13F not available

    2.48% of the 13F portfolio, value $15,353,405.

    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).