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Manager record

New England Professional Planning Group Inc.

Westerly, RI · CIK 1540867 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$267.93MReported 13F valueQ2 2026 · as filed
50Holdings listed
+12.0%vs prior quartervalue change includes market moves
5Quarters on record
Jul 29Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $219.5M$219.5MQ2 202546 holdingsQ3 2025: $218.2M$218.2MQ3 202546 holdingsQ4 2025: $238.6M$238.6MQ4 202549 holdingsQ1 2026: $239.3M$239.3MQ1 202649 holdingsQ2 2026: $267.9M$267.9MQ2 202650 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 29 2026 13F-HR · period Q2 2026

$267.93M · 50 holdings listed · View original SEC filing ↗
May 13 2026 13F-HR · period Q1 2026

$239.26M · 49 holdings listed · View original SEC filing ↗
Jan 14 2026 13F-HR · period Q4 2025

$238.61M · 49 holdings listed · View original SEC filing ↗
Oct 14 2025 13F-HR · period Q3 2025

$218.22M · 46 holdings listed · View original SEC filing ↗
Jul 23 2025 13F-HR · period Q2 2025

$219.50M · 46 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 29, 2026 · Change methodology