Northeast Planning Associates, Inc. / NH /ETFConcentrated trader

CIK: 0001914515 | BEDFORD, NH

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q2 2026	13F-HR	65	$133.5M	2026-07-30	SEC ↗
Q1 2026	13F-HR	55	$148.9M	2026-04-27	SEC ↗
Q4 2025	13F-HR	52	$141.5M	2026-02-04	SEC ↗
Q3 2025	13F-HR	51	$117.9M	2025-11-14	SEC ↗
Q2 2025	13F-HR	47	$108.6M	2025-08-12	SEC ↗
Q1 2025	13F-HR	46	$120.4M	2025-05-05	SEC ↗
Q4 2024	13F-HR	46	$96.6M	2025-03-19	SEC ↗