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

New England Private Wealth Advisors LLC held 60,667 SCHG 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 60,667 shares
    Change vs previous 13F +5 shares

    0.2% of the 13F portfolio, value $2,029,908.

    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 60,662 shares
    Change vs previous 13F +6 shares

    0.2% of the 13F portfolio, value $1,767,082.

    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 60,656 shares
    Change vs previous 13F +1,120 shares

    0.25% of the 13F portfolio, value $1,978,595.

    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 59,536 shares
    Change vs previous 13F +4 shares

    0.25% of the 13F portfolio, value $1,899,789.

    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 59,532 shares
    Change vs previous 13F -1,679 shares

    0.26% of the 13F portfolio, value $1,800,244.

    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 61,211 shares
    Change vs previous 13F -4,616 shares

    0.24% of the 13F portfolio, value $1,532,714.

    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 65,827 shares
    Change vs previous 13F +49,371 shares

    0.29% of the 13F portfolio, value $1,834,607.

    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 16,456 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,714,350.

    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).