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

New England Private Wealth Advisors LLC held 216,534 XT 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 216,534 shares
    Change vs previous 13F +802 shares

    1.65% of the 13F portfolio, value $17,050,092.

    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 215,732 shares
    Change vs previous 13F +4,427 shares

    1.7% of the 13F portfolio, value $14,701,958.

    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 211,305 shares
    Change vs previous 13F +10,970 shares

    1.83% of the 13F portfolio, value $14,736,420.

    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 200,335 shares
    Change vs previous 13F 0 shares

    1.9% of the 13F portfolio, value $14,412,207.

    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 200,335 shares
    Change vs previous 13F -112 shares

    1.95% of the 13F portfolio, value $13,360,329.

    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 200,447 shares
    Change vs previous 13F -8,525 shares

    1.78% of the 13F portfolio, value $11,537,719.

    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 208,972 shares
    Change vs previous 13F -46,839 shares

    1.98% of the 13F portfolio, value $12,467,299.

    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 255,811 shares
    Change vs previous 13F not available

    2.51% of the 13F portfolio, value $15,573,766.

    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).