Number of Shares
7,130
Previous 17,508 59.28%
Holding current value
$365 Million
Previous $1.14 Billion 67.94%
% of portfolio
0.13%
Previous 0.44%

Shares

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

Jan 21, 2026

SELL
N/A
-10,378 Reduced 59.28%
7,130 $365 Million
Q3 2025

Oct 30, 2025

BUY
N/A
7,465 Added 74.33%
17,508 $1.14 Billion
Q2 2025

Jul 18, 2025

BUY
N/A
145 Added 1.46%
10,043 $615 Million
Q1 2025

Apr 25, 2025

BUY
N/A
9,091 Added 1126.52%
9,898 $463 Million
Q4 2024

Jan 23, 2025

BUY
N/A
807 New
807 $42.8 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.