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

New England Private Wealth Advisors LLC held 241,179 VYMI 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 241,179 shares
    Change vs previous 13F +22,827 shares

    2.37% of the 13F portfolio, value $24,513,402.

    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 218,352 shares
    Change vs previous 13F +27,171 shares

    2.38% of the 13F portfolio, value $20,577,503.

    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 191,181 shares
    Change vs previous 13F +22,605 shares

    2.14% of the 13F portfolio, value $17,206,287.

    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 168,576 shares
    Change vs previous 13F +2,591 shares

    1.88% of the 13F portfolio, value $14,275,023.

    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 165,985 shares
    Change vs previous 13F +6,569 shares

    1.96% of the 13F portfolio, value $13,378,411.

    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 159,416 shares
    Change vs previous 13F +39,397 shares

    1.82% of the 13F portfolio, value $11,747,383.

    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 120,019 shares
    Change vs previous 13F +6,239 shares

    1.29% of the 13F portfolio, value $8,146,906.

    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 113,780 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $8,353,757.

    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).