Skip to content
Disclosery

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

New England Private Wealth Advisors LLC held 95,292 USMV 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 95,292 shares
    Change vs previous 13F -2,092 shares

    0.89% of the 13F portfolio, value $9,238,584.

    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 97,384 shares
    Change vs previous 13F -4,191 shares

    1.04% of the 13F portfolio, value $9,031,385.

    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 101,575 shares
    Change vs previous 13F -3,447 shares

    1.19% of the 13F portfolio, value $9,564,347.

    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 105,022 shares
    Change vs previous 13F +461 shares

    1.32% of the 13F portfolio, value $9,991,808.

    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 104,561 shares
    Change vs previous 13F -919 shares

    1.43% of the 13F portfolio, value $9,759,741.

    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 105,480 shares
    Change vs previous 13F -3,464 shares

    1.53% of the 13F portfolio, value $9,879,245.

    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 108,944 shares
    Change vs previous 13F +9,040 shares

    1.53% of the 13F portfolio, value $9,673,122.

    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 99,904 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $9,122,223.

    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).