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NEW WAVE WEALTH ADVISORS LLC: XLP position timeline

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

NEW WAVE WEALTH ADVISORS LLC held 13,309 XLP 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 13,309 shares
    Change vs previous 13F -1,810 shares

    0.3% of the 13F portfolio, value $1,105,579.

    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 15,119 shares
    Change vs previous 13F +3,140 shares

    0.43% of the 13F portfolio, value $1,239,456.

    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 11,979 shares
    Change vs previous 13F +236 shares

    0.34% of the 13F portfolio, value $930,529.

    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 11,743 shares
    Change vs previous 13F +59 shares

    0.36% of the 13F portfolio, value $920,299.

    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 11,684 shares
    Change vs previous 13F +106 shares

    0.4% of the 13F portfolio, value $946,053.

    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 11,578 shares
    Change vs previous 13F +2,104 shares

    0.42% of the 13F portfolio, value $945,575.

    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 9,474 shares
    Change vs previous 13F -61 shares

    0.31% of the 13F portfolio, value $744,751.

    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 9,535 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $791,405.

    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).