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

New England Private Wealth Advisors LLC held 5,224 XLE 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 5,224 shares
    Change vs previous 13F +18 shares

    0.03% of the 13F portfolio, value $311,478.

    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 5,206 shares
    Change vs previous 13F +13 shares

    0.04% of the 13F portfolio, value $318,895.

    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 5,193 shares
    Change vs previous 13F +836 shares

    0.03% of the 13F portfolio, value $232,186.

    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 4,357 shares
    Change vs previous 13F +9 shares

    0.05% of the 13F portfolio, value $389,212.

    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 4,348 shares
    Change vs previous 13F -979 shares

    0.06% of the 13F portfolio, value $381,275.

    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 5,327 shares
    Change vs previous 13F +614 shares

    0.08% of the 13F portfolio, value $497,825.

    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 4,713 shares
    Change vs previous 13F +1,021 shares

    0.06% of the 13F portfolio, value $403,757.

    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 3,692 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $324,179.

    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).