Skip to content
Disclosery

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

New England Private Wealth Advisors LLC held 29,198 IWM 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 29,198 shares
    Change vs previous 13F +1 shares

    0.82% of the 13F portfolio, value $8,501,607.

    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 29,197 shares
    Change vs previous 13F +41 shares

    0.84% of the 13F portfolio, value $7,240,942.

    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 29,156 shares
    Change vs previous 13F +77 shares

    0.89% of the 13F portfolio, value $7,177,031.

    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 29,079 shares
    Change vs previous 13F +63 shares

    0.93% of the 13F portfolio, value $7,035,908.

    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 29,016 shares
    Change vs previous 13F +553 shares

    0.94% of the 13F portfolio, value $6,428,723.

    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 28,463 shares
    Change vs previous 13F +70 shares

    0.88% of the 13F portfolio, value $5,678,108.

    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 28,393 shares
    Change vs previous 13F +70 shares

    0.99% of the 13F portfolio, value $6,273,704.

    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 28,323 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $6,256,194.

    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).