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

New England Private Wealth Advisors LLC held 164,601 IBDR 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 164,601 shares
    Change vs previous 13F -1,982 shares

    0.39% of the 13F portfolio, value $3,986,628.

    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 166,583 shares
    Change vs previous 13F -6,469 shares

    0.47% of the 13F portfolio, value $4,037,982.

    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 173,052 shares
    Change vs previous 13F +1,547 shares

    0.52% of the 13F portfolio, value $4,193,045.

    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 171,505 shares
    Change vs previous 13F +626 shares

    0.55% of the 13F portfolio, value $4,167,572.

    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 170,879 shares
    Change vs previous 13F +1,225 shares

    0.61% of the 13F portfolio, value $4,138,687.

    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 169,654 shares
    Change vs previous 13F +6,813 shares

    0.64% of the 13F portfolio, value $4,107,326.

    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 162,841 shares
    Change vs previous 13F +68,202 shares

    0.62% of the 13F portfolio, value $3,919,583.

    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 94,639 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $2,299,737.

    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).