New England Private Wealth Advisors LLC: IUSG 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 IUSG, newest first. How the timeline and the estimate are built.
New England Private Wealth Advisors LLC held 1,501 IUSG shares at 2026-06-30 per its 13F-HR filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F 1,501 sharesChange vs previous 13F +2 shares
0.03% of the 13F portfolio, value $272,664.
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 1,499 sharesChange vs previous 13F +2 shares
0.03% of the 13F portfolio, value $232,476.
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 1,497 sharesChange vs previous 13F +2 shares
0.03% of the 13F portfolio, value $251,428.
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 1,495 sharesChange vs previous 13F +3 shares
0.03% of the 13F portfolio, value $245,948.
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 1,492 sharesChange vs previous 13F -226 shares
0.03% of the 13F portfolio, value $232,470.
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 1,718 sharesChange vs previous 13F +2 shares
0.03% of the 13F portfolio, value $218,365.
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 1,716 sharesChange vs previous 13F 0 shares
0.04% of the 13F portfolio, value $239,125.
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 1,716 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $226,358.
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).