• 13F History

NORTHEAST PLANNING ASSOCIATES, INC. / NH /

13F Filings History

Latest 13F report
Q4 2024 - Mar 19, 2025
Value $
$96.6M
Signature - Title
Michael Hartman - Chief Compliance Officer
Location
Bedford, NH
Summary
This page shows a list of all the recent 13F filings made by NORTHEAST PLANNING ASSOCIATES, INC. / NH /. Form 13F is required to be filed within 45 days of the end of a calendar quarter. NORTHEAST PLANNING ASSOCIATES, INC. / NH / reported 45 stock holdings with total value $96.6M as of Q4 2024. Top holdings included JPST, USTB, SLV, GDX, and XLE.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 45 $96.6M $0 $0 JPST, USTB, SLV, GDX, XLE 13F-HR 3/19/2025, 12:47 PM