Skip to content
Disclosery

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

New England Private Wealth Advisors LLC held 1,445 IWS 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 1,445 shares
    Change vs previous 13F +54 shares

    0.02% of the 13F portfolio, value $240,601.

    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 1,391 shares
    Change vs previous 13F -228 shares

    0.02% of the 13F portfolio, value $202,773.

    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 1,619 shares
    Change vs previous 13F +5 shares

    0.03% of the 13F portfolio, value $228,299.

    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 1,614 shares
    Change vs previous 13F +3 shares

    0.03% of the 13F portfolio, value $225,495.

    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 1,611 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $218,218.

    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).