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

New England Private Wealth Advisors LLC held 211,845 PVAL 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 211,845 shares
    Change vs previous 13F +52,193 shares

    1.07% of the 13F portfolio, value $11,102,785.

    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 159,652 shares
    Change vs previous 13F +21,887 shares

    0.86% of the 13F portfolio, value $7,407,840.

    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 137,765 shares
    Change vs previous 13F +13,331 shares

    0.78% of the 13F portfolio, value $6,277,935.

    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 124,434 shares
    Change vs previous 13F -22,856 shares

    0.7% of the 13F portfolio, value $5,315,837.

    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 147,290 shares
    Change vs previous 13F +4,870 shares

    0.88% of the 13F portfolio, value $6,007,939.

    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 142,420 shares
    Change vs previous 13F +25,809 shares

    0.84% of the 13F portfolio, value $5,423,342.

    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 116,611 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $4,328,600.

    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).