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

New England Private Wealth Advisors LLC held 366,189 SPLV 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 366,189 shares
    Change vs previous 13F +538 shares

    2.73% of the 13F portfolio, value $28,266,104.

    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 365,651 shares
    Change vs previous 13F -11,913 shares

    3.09% of the 13F portfolio, value $26,743,706.

    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 377,564 shares
    Change vs previous 13F -4,470 shares

    3.36% of the 13F portfolio, value $26,965,611.

    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 382,034 shares
    Change vs previous 13F +717 shares

    3.7% of the 13F portfolio, value $28,071,837.

    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 381,317 shares
    Change vs previous 13F +14,873 shares

    4.06% of the 13F portfolio, value $27,744,649.

    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 366,444 shares
    Change vs previous 13F -6,286 shares

    4.23% of the 13F portfolio, value $27,380,701.

    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 372,730 shares
    Change vs previous 13F -222 shares

    4.13% of the 13F portfolio, value $26,091,109.

    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 372,952 shares
    Change vs previous 13F not available

    4.32% of the 13F portfolio, value $26,751,829.

    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).