NEW WAVE WEALTH ADVISORS LLC: DIA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NEW WAVE WEALTH ADVISORS LLC on DIA, newest first. How the timeline and the estimate are built.
NEW WAVE WEALTH ADVISORS LLC held 451 DIA shares at 2026-06-30 per its 13F-HR/A filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F/A 451 sharesChange vs previous 13F +451 shares
0.06% of the 13F portfolio, value $236,232.
13F-HR/A 0002035324-26-000004 filed by NEW WAVE WEALTH ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F/A 0 sharesChange vs previous 13F -522 shares
13F-HR/A 0002035324-25-000011 filed by NEW WAVE WEALTH ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 522 sharesChange vs previous 13F 0 shares
0.1% of the 13F portfolio, value $230,019.
13F-HR 0002035324-25-000005 filed by NEW WAVE WEALTH ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 522 sharesChange vs previous 13F -53 shares
0.1% of the 13F portfolio, value $219,177.
13F-HR 0002035324-25-000004 filed by NEW WAVE WEALTH ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 575 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $244,663.
13F-HR 0002035324-25-000001 filed by NEW WAVE WEALTH ADVISORS LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).