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

New England Private Wealth Advisors LLC held 185,596 RFG 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 185,596 shares
    Change vs previous 13F +7 shares

    1.09% of the 13F portfolio, value $11,246,692.

    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 185,589 shares
    Change vs previous 13F +9 shares

    1.17% of the 13F portfolio, value $10,172,565.

    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 185,580 shares
    Change vs previous 13F -605 shares

    1.21% of the 13F portfolio, value $9,730,923.

    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 186,185 shares
    Change vs previous 13F +40 shares

    1.25% of the 13F portfolio, value $9,485,298.

    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 186,145 shares
    Change vs previous 13F -7,475 shares

    1.4% of the 13F portfolio, value $9,561,229.

    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 193,620 shares
    Change vs previous 13F -9,720 shares

    1.31% of the 13F portfolio, value $8,486,355.

    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 203,340 shares
    Change vs previous 13F -39 shares

    1.56% of the 13F portfolio, value $9,845,366.

    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 203,379 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $10,000,126.

    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).