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Manager record

Northeast Planning Associates, Inc. / Nh /

Bedford, NH · CIK 1914515 · 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.

$133.48MReported 13F valueQ2 2026 · as filed
65Holdings listed
-10.4%vs prior quartervalue change includes market moves
5Quarters on record
Jul 30Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $108.6M$108.6MQ2 202547 holdingsQ3 2025: $117.9M$117.9MQ3 202551 holdingsQ4 2025: $141.5M$141.5MQ4 202552 holdingsQ1 2026: $148.9M$148.9MQ1 202655 holdingsQ2 2026: $133.5M$133.5MQ2 202665 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 30 2026 13F-HR · period Q2 2026

$133.48M · 65 holdings listed · View original SEC filing ↗
Apr 27 2026 13F-HR · period Q1 2026

$148.90M · 55 holdings listed · View original SEC filing ↗
Feb 04 2026 13F-HR · period Q4 2025

$141.54M · 52 holdings listed · View original SEC filing ↗
Nov 14 2025 13F-HR · period Q3 2025

$117.88M · 51 holdings listed · View original SEC filing ↗
Aug 12 2025 13F-HR · period Q2 2025

$108.58M · 47 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 30, 2026 · Change methodology