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NEW WAVE WEALTH ADVISORS LLC: BILS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NEW WAVE WEALTH ADVISORS LLC on BILS, newest first. How the timeline and the estimate are built.

NEW WAVE WEALTH ADVISORS LLC held 23,793 BILS shares at 2026-06-30 per its 13F-HR/A filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 23,793 shares
    Change vs previous 13F -41,797 shares

    0.65% of the 13F portfolio, value $2,364,548.

    13F-HR/A 0002035324-26-000004 filed by NEW WAVE 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 65,590 shares
    Change vs previous 13F +33,592 shares

    2.28% of the 13F portfolio, value $6,522,270.

    13F-HR 0002035324-26-000002 filed by NEW WAVE 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 31,998 shares
    Change vs previous 13F +15,798 shares

    1.16% of the 13F portfolio, value $3,174,842.

    13F-HR 0002035324-26-000001 filed by NEW WAVE 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/A 16,200 shares
    Change vs previous 13F -5,586 shares

    0.63% of the 13F portfolio, value $1,612,224.

    13F-HR/A 0002035324-25-000011 filed by NEW WAVE 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 21,786 shares
    Change vs previous 13F -29,286 shares

    0.92% of the 13F portfolio, value $2,166,182.

    13F-HR 0002035324-25-000005 filed by NEW WAVE 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 51,072 shares
    Change vs previous 13F +37,462 shares

    2.28% of the 13F portfolio, value $5,081,153.

    13F-HR 0002035324-25-000004 filed by NEW WAVE 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 13,610 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,349,432.

    13F-HR 0002035324-25-000001 filed by NEW WAVE WEALTH ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).