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New England Private Wealth Advisors LLC Historic Quarter Change: USA Other Stocks, Reduced

New England Private Wealth Advisors LLC historic quarter change: USA Other Stocks, Reduced

In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 25 quarters from 2012-12-31 to 2026-06-30, New England Private Wealth Advisors LLC opened 25 positions, added to 22, reduced 11 and sold out of 16.

  • Q3 2016: Stock GENERAL ELECTRIC CO; Country of operation United States; Class COM; Shares before 68,945.
  • Q3 2016: Stock SONUS NETWORKS INC; Country of operation —; Class COM NEW; Shares before 24,266.
  • Q4 2015: Stock STAPLES INC; Country of operation —; Class COM; Shares before 33,490.
  • Q2 2015: Stock STAPLES INC; Country of operation —; Class COM; Shares before 50,190.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1582813), 25 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-04); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-08); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-13); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-13); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-07); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-08); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-07); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-07); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-08); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-08); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-09); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-05); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-12); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-11); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-16); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-13); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-14); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-17); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-13); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-12); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-13); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-13); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-12); Q2 2013 (2013-03-31 to 2013-06-30, filed 2013-08-14); Q1 2013 (2012-12-31 to 2013-03-31, filed 2013-08-14). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2012-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q3 2016GENERAL ELECTRIC CO
CUSIP 369604103
United StatesCOM68,94568,495-450$2,168,000$2,027,000-$141,0002016-11-09
Q3 2016SONUS NETWORKS INC
CUSIP 835916503
COM NEW24,26623,966-300$212,000$188,000-$24,0002016-11-09
Q4 2015STAPLES INC
CUSIP 855030102
COM33,49022,327-11,163$393,000$211,000-$182,0002016-02-11
Q2 2015STAPLES INC
CUSIP 855030102
COM50,19033,490-16,700$817,000$513,000-$304,0002015-08-13
Q2 2015GENERAL ELECTRIC CO
CUSIP 369604103
United StatesCOM63,56960,227-3,342$1,579,000$1,599,000+$20,0002015-08-13
Q1 2015STAPLES INC
CUSIP 855030102
COM70,19050,190-20,000$1,272,000$817,000-$455,0002015-05-14
Q4 2014STAPLES INC
CUSIP 855030102
COM133,86770,190-63,677$1,620,000$1,272,000-$348,0002015-02-17
Q4 2014BLUEBIRD BIO INC
CUSIP 09609G100
United StatesCOM16,3797,279-9,100$588,000$668,000+$80,0002015-02-17
Q2 2014STAPLES INC
CUSIP 855030102
COM149,936133,867-16,069$1,700,000$1,451,000-$249,0002014-08-12
Q2 2014GENERAL ELECTRIC CO
CUSIP 369604103
United StatesCOM60,03759,801-236$1,555,000$1,570,000+$15,0002014-08-12
Q2 2013SONUS NETWORKS INC
CUSIP 835916107
COM221,870119,837-102,033$565,000$359,000-$206,0002013-08-14

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