New England Professional Planning Group Inc.
All 13F Filings
- Location
- Westerly, RI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 267,933
- Description
- —
- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/28/2026 | 50 | 267,933 | 13F-HR | New England Professional Planning Group Inc. |
| Q1 2026 | 5/13/2026 | 49 | 239,265 | 13F-HR | New England Professional Planning Group Inc. |
| Q4 2025 | 1/14/2026 | 49 | 238,613 | 13F-HR | New England Professional Planning Group Inc. |
| Q3 2025 | 10/14/2025 | 46 | 218,222 | 13F-HR | New England Professional Planning Group Inc. |
| Q2 2025 | 7/23/2025 | 46 | 219,502 | 13F-HR | New England Professional Planning Group Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 19.2 K | 7.2% | 762 | 0 | 762 |
| ETFs | 248.7 K | 92.8% | 27.91 K | 0 | 27.91 K |
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Fund Snapshot
Q2 2026
Latest filed
7/28/2026
Total value ($000)
267,933
Holdings
50
QoQ value change ($000)
28,668
(12.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.