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

New England Private Wealth Advisors LLC held 149,135 SHLD 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 149,135 shares
    Change vs previous 13F +136,624 shares

    0.91% of the 13F portfolio, value $9,397,009.

    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 12,511 shares
    Change vs previous 13F +3,718 shares

    0.1% of the 13F portfolio, value $886,249.

    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 8,793 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $569,680.

    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 8,793 shares
    Change vs previous 13F -1,180 shares

    0.08% of the 13F portfolio, value $617,600.

    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 9,973 shares
    Change vs previous 13F +4,615 shares

    0.09% of the 13F portfolio, value $609,171.

    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 5,358 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $249,417.

    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).