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NEW WAVE WEALTH ADVISORS LLC: SYF position timeline

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

NEW WAVE WEALTH ADVISORS LLC held 14,427 SYF 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 14,427 shares
    Change vs previous 13F +2,535 shares

    0.3% of the 13F portfolio, value $1,097,173.

    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 11,892 shares
    Change vs previous 13F +626 shares

    0.28% of the 13F portfolio, value $808,894.

    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 11,266 shares
    Change vs previous 13F +693 shares

    0.34% of the 13F portfolio, value $939,922.

    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 10,573 shares
    Change vs previous 13F +1,529 shares

    0.29% of the 13F portfolio, value $751,212.

    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 9,044 shares
    Change vs previous 13F +467 shares

    0.26% of the 13F portfolio, value $603,597.

    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 8,577 shares
    Change vs previous 13F +1,621 shares

    0.2% of the 13F portfolio, value $454,066.

    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 6,956 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $452,140.

    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).