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Disclosery

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

New England Private Wealth Advisors LLC held 113,040 DISV 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 113,040 shares
    Change vs previous 13F +49,694 shares

    0.45% of the 13F portfolio, value $4,697,931.

    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 63,346 shares
    Change vs previous 13F +23 shares

    0.29% of the 13F portfolio, value $2,498,347.

    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 63,323 shares
    Change vs previous 13F +364 shares

    0.3% of the 13F portfolio, value $2,406,278.

    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 62,959 shares
    Change vs previous 13F +2,455 shares

    0.3% of the 13F portfolio, value $2,247,021.

    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 60,504 shares
    Change vs previous 13F +1,024 shares

    0.29% of the 13F portfolio, value $1,996,632.

    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 59,480 shares
    Change vs previous 13F +64 shares

    0.27% of the 13F portfolio, value $1,732,046.

    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 59,416 shares
    Change vs previous 13F +356 shares

    0.25% of the 13F portfolio, value $1,578,675.

    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 59,060 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,716,296.

    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).