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Disclosery

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

New England Private Wealth Advisors LLC held 18,974 SDY 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 18,974 shares
    Change vs previous 13F +1,008 shares

    0.29% of the 13F portfolio, value $2,954,885.

    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 17,966 shares
    Change vs previous 13F -10 shares

    0.3% of the 13F portfolio, value $2,621,946.

    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 17,976 shares
    Change vs previous 13F +28 shares

    0.31% of the 13F portfolio, value $2,501,482.

    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 17,948 shares
    Change vs previous 13F +24 shares

    0.33% of the 13F portfolio, value $2,513,558.

    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 17,924 shares
    Change vs previous 13F +27 shares

    0.36% of the 13F portfolio, value $2,470,401.

    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 17,897 shares
    Change vs previous 13F -373 shares

    0.38% of the 13F portfolio, value $2,428,323.

    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 18,270 shares
    Change vs previous 13F +68 shares

    0.38% of the 13F portfolio, value $2,413,504.

    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 18,202 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $2,585,412.

    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).