NORTHEAST PLANNING ASSOCIATES, INC. / NH /
All 13F Filings
- Location
- Bedford, NH
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 148,904
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 | 4/27/2026 | 55 | 148,904 | 13F-HR | NORTHEAST PLANNING ASSOCIATES, INC. / NH / |
| Q4 2025 | 2/4/2026 | 52 | 141,537 | 13F-HR | NORTHEAST PLANNING ASSOCIATES, INC. / NH / |
| Q3 2025 | 11/14/2025 | 51 | 117,885 | 13F-HR | NORTHEAST PLANNING ASSOCIATES, INC. / NH / |
| Q2 2025 | 8/12/2025 | 47 | 108,582 | 13F-HR | NORTHEAST PLANNING ASSOCIATES, INC. / NH / |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 41.05 K | 27.6% | 0 | 24.4 K | -24.4 K |
| ETFs | 107.9 K | 72.4% | 31.76 K | 0 | 31.76 K |
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Fund Snapshot
Q1 2026
Latest filed
4/27/2026
Total value ($000)
148,904
Holdings
55
QoQ value change ($000)
7,367
(5.2%)
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.