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

New England Private Wealth Advisors LLC held 761,405 FVD 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 761,405 shares
    Change vs previous 13F -2,218 shares

    3.67% of the 13F portfolio, value $38,001,707.

    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 763,623 shares
    Change vs previous 13F +833 shares

    4.15% of the 13F portfolio, value $35,913,179.

    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 762,790 shares
    Change vs previous 13F -1,156 shares

    4.38% of the 13F portfolio, value $35,149,342.

    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 763,946 shares
    Change vs previous 13F +1,690 shares

    4.66% of the 13F portfolio, value $35,324,851.

    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 762,256 shares
    Change vs previous 13F +4,069 shares

    5.04% of the 13F portfolio, value $34,446,330.

    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 758,187 shares
    Change vs previous 13F -5,748 shares

    5.23% of the 13F portfolio, value $33,807,572.

    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 763,935 shares
    Change vs previous 13F -4,964 shares

    5.28% of the 13F portfolio, value $33,338,114.

    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 768,899 shares
    Change vs previous 13F not available

    5.64% of the 13F portfolio, value $34,977,221.

    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).