NORTHEAST PLANNING ASSOCIATES, INC. / NH / quarter change: Foreign Funds, Unchanged
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, NORTHEAST PLANNING ASSOCIATES, INC. / NH / opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1914515): 2026-03-31 (filed 2026-04-27) and 2026-06-30 (filed 2026-07-30). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Rockbridge Asset Management LLC | United States | $0.149B | 27 |
| Ariose Capital Management Ltd | Hong Kong | $0.149B | 15 |
| Clark Wealth Partners | United States | $0.149B | 604 |
| Stonegate Management LLC | United States | $0.149B | 58 |
| Atala Financial Inc | United States | $0.149B | 117 |
| DUTCH ASSET Corp | United States | $0.149B | 95 |
| Graphene Investments SAS | France | $0.149B | 44 |
| CATHY PARETO & ASSOCIATES, INC | United States | $0.149B | 96 |
| Systrade AG | $0.149B | 11 | |
| CogentBlue Wealth Advisors, LLC | United States | $0.149B | 78 |