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

New England Private Wealth Advisors LLC held 75,872 IBDS 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 75,872 shares
    Change vs previous 13F +725 shares

    0.18% of the 13F portfolio, value $1,834,584.

    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 75,147 shares
    Change vs previous 13F +355 shares

    0.21% of the 13F portfolio, value $1,821,551.

    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 74,792 shares
    Change vs previous 13F +401 shares

    0.23% of the 13F portfolio, value $1,815,955.

    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 74,391 shares
    Change vs previous 13F +33 shares

    0.24% of the 13F portfolio, value $1,810,669.

    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 74,358 shares
    Change vs previous 13F +232 shares

    0.26% of the 13F portfolio, value $1,800,951.

    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 74,126 shares
    Change vs previous 13F +24,560 shares

    0.28% of the 13F portfolio, value $1,792,367.

    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 49,566 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,187,598.

    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).