Position in MVO
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$1,582
+$714 QoQ
Shares Held
700
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MVO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Mar 31, 2026New England Capital Financial Advisors LLC holds $91,562 across 3 Oil & Gas E&P names. MVO ranks #2 (1.7% of the industry book) .
All Filings in MVO
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,582 | 700 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $868 | 700 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $3,934 | 700 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $4,032 | 700 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,780 | 700 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $5,621 | 700 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $6,622 | 700 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $6,594 | 700 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $7,483 | 700 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $8,414 | 700 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $9,541 | 700 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $8,939 | 700 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $8,302 | 700 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $11,431 | 700 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||