New Wave Wealth Advisors LLC

SEC CIK: 0002035324
Latest filing: Jul 23, 2026

SEC filings (opens in a new tab)

CFG holding history

Citizens Financial Group Inc in every 13F filed by New Wave Wealth Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CFG overview All 13F holders of CFG Full Q2 2026 holdings

Shares (Q2 2026): 12,179
Value: $853.4K
% of portfolio: 0.2%
Quarters held: 4; Since Q3 2025

Holdings of CFG by New Wave Wealth Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	12,179	$853.4K	0.2%	+1,722+16.5%	Added	Holders
Q1 2026	10,457	$627.1K	0.2%	+846+8.8%	Added	Holders
Q4 2025	9,611	$561.4K	0.2%	+419+4.6%	Added	Holders
Q3 2025	9,192	$488.6K	0.2%	+9,192	New	Holders