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New England Private Wealth Advisors LLC → UFPT

New England Private Wealth Advisors LLC UFPT Position History

UFP Technologies, Inc.

Quarters held
6
Latest value
$9.7M
Q3 2026
Peak value
$9.7M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$6.7M
Q4 2025$7.2M
Q4 2025$7.2M
Q1 2026$7.7M
Q2 2026$9.2M
Q3 2026$9.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$9.7M226.0K——
Q2 2026$9.2M225.8K——
Q1 2026$7.7M213.2K——
Q4 2025$7.2M186.0K——
Q4 2025$7.2M186.0K——
Q3 2025$6.7M184.0K——

Other funds holding UFPT

Other New England Private Wealth Advisors LLC positions

VGES

VANGUARD INTL EQUITY INDEX F

$332.9M
VGES

VANGUARD WORLD FD

$88.7M
FPF

FIRST TR EXCHANGE-TRADED FD

$81.5M
VGES

VANGUARD WORLD FD

$72.3M
HODL

VANECK ETF TRUST

$53.3M
BX

VANGUARD SPECIALIZED FUNDS

$52.5M
BX

VANGUARD SPECIALIZED FUNDS

$51.5M
BX

VANGUARD SPECIALIZED FUNDS

$51.4M