Current Market Value 683,745,304
Current Holdings 163
Most Recent File Date 2025-08-07
Total Filings on Record 52
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by New England Private Wealth Advisors LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

Upgrade to unlock premium data.

File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-07 2025-06-30 13F-HR 163 683,745
2025-05-08 2025-03-31 13F-HR 147 646,667
2025-02-07 2024-12-31 13F-HR 144 631,206
2024-11-07 2024-09-30 13F-HR 146 619,784
2024-08-08 2024-06-30 13F-HR 137 573,247
2024-05-08 2024-03-31 13F-HR 133 568,829
2024-02-02 2023-12-31 13F-HR 128 541,696
2023-11-08 2023-09-30 13F-HR 113 479,650
2023-08-11 2023-06-30 13F-HR 112 495,082
2023-05-05 2023-03-31 13F-HR 107 491,924
2023-02-08 2022-12-31 13F-HR 105 471,717
2022-11-09 2022-09-30 13F-HR 93 426,290
2022-08-11 2022-06-30 13F-HR 104 547,170
2022-05-06 2022-03-31 13F-HR 105 547,550
2022-02-08 2021-12-31 13F-HR 104 574,762
2021-11-02 2021-09-30 13F-HR 99 535,918
2021-08-12 2021-06-30 13F-HR 101 525,529
2021-05-11 2021-03-31 13F-HR 96 579,138
2021-02-16 2020-12-31 13F-HR 86 456,010
2020-11-12 2020-09-30 13F-HR 79 398,632
2020-08-06 2020-06-30 13F-HR 80 365,935
2020-05-08 2020-03-31 13F-HR 78 293,808
2020-02-11 2019-12-31 13F-HR 78 383,229
2019-11-14 2019-09-30 13F-HR 169 412,089
2019-08-08 2019-06-30 13F-HR 166 413,060
2019-05-02 2019-03-31 13F-HR 158 385,981
2019-02-12 2018-12-31 13F-HR 144 340,514
2018-11-13 2018-09-30 13F-HR 156 374,126
2018-08-13 2018-06-30 13F-HR 150 354,756
2018-05-04 2018-03-31 13F-HR 149 354,038
2018-02-13 2017-12-31 13F-HR 145 355,182
2017-11-09 2017-09-30 13F-HR 141 336,277
2017-08-10 2017-06-30 13F-HR 141 324,243
2017-05-12 2017-03-31 13F-HR 136 312,706
2017-02-09 2016-12-31 13F-HR 120 287,721
2016-11-09 2016-09-30 13F-HR 123 278,023
2016-08-05 2016-06-30 13F-HR 119 261,854
2016-05-12 2016-03-31 13F-HR 119 243,408
2016-02-11 2015-12-31 13F-HR 122 251,843
2015-11-16 2015-09-30 13F-HR 109 234,427
2015-08-13 2015-06-30 13F-HR 105 263,190
2015-05-14 2015-03-31 13F-HR 105 256,556
2015-02-17 2014-12-31 13F-HR 102 253,839
2014-11-13 2014-09-30 13F-HR 102 248,075
2014-08-12 2014-06-30 13F-HR 104 243,606
2014-05-13 2014-03-31 13F-HR 100 238,153
2014-02-13 2013-12-31 13F-HR/A 1 R 93 220,734
2014-02-11 2013-12-31 13F-HR 93 220,771
2013-11-12 2013-09-30 13F-HR 75 190,643
2013-08-14 2013-06-30 13F-HR 64 159,587
2013-08-14 2013-03-31 13F-HR 65 135,777
2013-08-12 2012-12-31 13F-HR 58 107,862