New England Professional Planning Group Inc.
All 13F Filings
- Location
- Westerly, RI
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 239,265
- Description
- —
- Website
- —
- 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 |
|---|---|---|---|---|---|
| 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. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 18.43 K | 7.7% | 0 | 63.75 K | -63.75 K |
| ETFs | 220.8 K | 92.3% | 64.4 K | 0 | 64.4 K |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
5/13/2026
Total value ($000)
239,265
Holdings
49
QoQ value change ($000)
652
(0.3%)
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.