NORTHEAST PLANNING ASSOCIATES, INC. / NH /
All 13F Filings
- Location
- Bedford, NH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 133,478
- Description
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- Website
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- Founded
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/30/2026 | 65 | 133,478 | 13F-HR | NORTHEAST PLANNING ASSOCIATES, INC. / NH / |
| 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 | 14.77 K | 11.1% | 0 | 26.28 K | -26.28 K |
| ETFs | 118.7 K | 88.9% | 10.85 K | 0 | 10.85 K |
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Fund Snapshot
Q2 2026
Latest filed
7/30/2026
Total value ($000)
133,478
Holdings
65
QoQ value change ($000)
-15,426
(-10.4%)
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.