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

New England Private Wealth Advisors LLC held 73,391 IBMO 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 73,391 shares
    Change vs previous 13F +34 shares

    0.18% of the 13F portfolio, value $1,881,757.

    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 73,357 shares
    Change vs previous 13F +18 shares

    0.22% of the 13F portfolio, value $1,880,133.

    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 73,339 shares
    Change vs previous 13F +34 shares

    0.23% of the 13F portfolio, value $1,880,204.

    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 73,305 shares
    Change vs previous 13F +17 shares

    0.25% of the 13F portfolio, value $1,881,005.

    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 73,288 shares
    Change vs previous 13F +33 shares

    0.27% of the 13F portfolio, value $1,877,637.

    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 73,255 shares
    Change vs previous 13F +6,192 shares

    0.29% of the 13F portfolio, value $1,872,397.

    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 67,063 shares
    Change vs previous 13F +50,099 shares

    0.27% of the 13F portfolio, value $1,707,433.

    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 16,964 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $435,218.

    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).