Skip to content
Disclosery

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

New England Private Wealth Advisors LLC held 115,401 FRDM 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 115,401 shares
    Change vs previous 13F +2,317 shares

    0.72% of the 13F portfolio, value $7,464,159.

    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 113,084 shares
    Change vs previous 13F -1,740 shares

    0.71% of the 13F portfolio, value $6,180,023.

    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 114,824 shares
    Change vs previous 13F +691 shares

    0.73% of the 13F portfolio, value $5,887,010.

    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 114,133 shares
    Change vs previous 13F +553 shares

    0.67% of the 13F portfolio, value $5,057,235.

    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 113,580 shares
    Change vs previous 13F +1,811 shares

    0.67% of the 13F portfolio, value $4,596,564.

    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 111,769 shares
    Change vs previous 13F +2,477 shares

    0.61% of the 13F portfolio, value $3,917,747.

    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 109,292 shares
    Change vs previous 13F -4,932 shares

    0.57% of the 13F portfolio, value $3,571,650.

    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 114,224 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $4,086,952.

    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).