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NEW WAVE WEALTH ADVISORS LLC: WPC position timeline

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

NEW WAVE WEALTH ADVISORS LLC held 5,433 WPC 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 5,433 shares
    Change vs previous 13F +1,504 shares

    0.11% of the 13F portfolio, value $393,262.

    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 3,929 shares
    Change vs previous 13F +12 shares

    0.09% of the 13F portfolio, value $270,474.

    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 3,917 shares
    Change vs previous 13F +208 shares

    0.09% of the 13F portfolio, value $255,509.

    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 3,709 shares
    Change vs previous 13F -503 shares

    0.1% of the 13F portfolio, value $253,780.

    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 4,212 shares
    Change vs previous 13F -19 shares

    0.11% of the 13F portfolio, value $262,745.

    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 4,231 shares
    Change vs previous 13F -450 shares

    0.12% of the 13F portfolio, value $267,018.

    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 4,681 shares
    Change vs previous 13F +1,395 shares

    0.1% of the 13F portfolio, value $255,021.

    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).

  8. period ended2024-09-30
    13F 3,286 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $204,718.

    13F-HR 0002035324-24-000004 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).