New England Capital Financial Advisors LLC quarter change: Foreign Stocks, New
In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, New England Capital Financial Advisors LLC opened 1 positions, added to 2, reduced 3, sold out of 0 and left 11 unchanged. The largest increase in value was DEO (+$2,063); the largest decrease was BP (-$31,208).
- NIO: Country of operation China; Class SPON ADS; Shares 2026-03-31 0; Shares 2026-06-30 262.
Two Form 13F-HR filings compared (SEC CIK 1964652): 2026-03-31 (filed 2026-04-27) and 2026-06-30 (filed 2026-07-27). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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