Number of Shares
10,706
Previous 10,124 5.75%
Holding current value
$529 Million
Previous $441 Million 20.0%
% of portfolio
0.19%
Previous 0.17%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 21, 2026

BUY
N/A
582 Added 5.75%
10,706 $529 Million
Q3 2025

Oct 30, 2025

BUY
N/A
1,211 Added 13.59%
10,124 $441 Million
Q2 2025

Jul 18, 2025

BUY
N/A
48 Added 0.54%
8,913 $342 Million
Q1 2025

Apr 25, 2025

SELL
N/A
-1,659 Reduced 15.76%
8,865 $343 Million
Q4 2024

Jan 23, 2025

BUY
N/A
1,226 Added 13.19%
10,524 $356 Million
Q3 2024

Oct 23, 2024

BUY
N/A
30 Added 0.32%
9,298 $380 Million
Q2 2024

Aug 27, 2024

BUY
N/A
9,268 New
9,268 $357 Million
Track This Portfolio

Track New Wave Wealth Advisors LLC Portfolio

Follow New Wave Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New Wave Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Wave Wealth Advisors LLC with notifications on news.