New England Private Wealth Advisors LLC: IJR 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 IJR, newest first. How the timeline and the estimate are built.
New England Private Wealth Advisors LLC held 3,161 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F 3,161 sharesChange vs previous 13F +2 shares
0.04% of the 13F portfolio, value $457,893.
13F-HR 0001582813-26-000005 filed by New England Private Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,159 sharesChange vs previous 13F +1 shares
0.05% of the 13F portfolio, value $392,669.
13F-HR 0001582813-26-000003 filed by New England Private Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F/A 3,158 sharesChange vs previous 13F +4 shares
0.05% of the 13F portfolio, value $379,488.
13F-HR/A 0001582813-26-000002 filed by New England Private Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,154 sharesChange vs previous 13F +3 shares
0.05% of the 13F portfolio, value $374,802.
13F-HR 0001582813-25-000003 filed by New England Private Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,151 sharesChange vs previous 13F +1,211 shares
0.05% of the 13F portfolio, value $351,557.
13F-HR 0001085146-25-004653 filed by New England Private Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,940 sharesChange vs previous 13F +1 shares
0.03% of the 13F portfolio, value $202,910.
13F-HR 0001085146-25-002766 filed by New England Private Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,939 sharesChange vs previous 13F -18 shares
0.04% of the 13F portfolio, value $223,442.
13F-HR 0001085146-25-000908 filed by New England Private Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,957 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $228,837.
13F-HR 0001085146-24-005415 filed by New England Private Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).