13F Filings History of New England Professional Planning Group Inc.

Latest 13F report
Q4 2025 - 14 Jan 2026
Value $
$238,612,990
Signature - Title
Joanna Valentini - Chief Operating Officer
Location
Westerly, RI
Summary
This page shows a list of all the recent 13F filings made by New England Professional Planning Group Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. New England Professional Planning Group Inc. reported 49 stock holdings with total value $238,612,990 as of Q4 2025. Top holdings included IVV, JIRE, IJH, IJR, and RJF.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 49 $238,612,990 +$12,503,361 -$2,497,505 +$10,005,856 IVV, JIRE, IJH, IJR, RJF 13F-HR 14 Jan 2026, 14:09
Q3 2025 43 $218,222,079 +$1,151,101 -$9,895,659 -$8,744,558 IVV, JIRE, IJH, IJR, IXUS 13F-HR 14 Oct 2025, 08:09
Q2 2025 46 $219,502,487 +$1,426,847 -$1,084,729 +$342,118 IVV, JIRE, IJH, IJR, RJF 13F-HR 22 Jul 2025, 18:19
Q1 2025 46 $200,868,552 +$6,190,139 -$1,236,502 +$4,953,637 IVV, JIRE, IJH, IJR, RJF 13F-HR 30 Apr 2025, 17:36
Q4 2024 48 $200,765,183 +$4,191,512 -$2,216,800 +$1,974,712 IVV, JIRE, IJH, IJR, RJF 13F-HR 03 Feb 2025, 21:47
Q3 2024 51 $202,048,079 +$50,812,278 -$50,615,103 +$197,175 IVV, JIRE, IJH, IJR, RJF 13F-HR 09 Oct 2024, 17:08
Q2 2024 50 $190,374,995 +$2,305,054 -$4,169,814 -$1,864,760 IVV, IXUS, IJH, IJR, RJF 13F-HR 31 Jul 2024, 19:42
Q1 2024 54 $191,718,111 +$34,384,313 -$2,745,184 +$31,639,129 IVV, IXUS, IJH, IJR, RJF 13F-HR 12 Apr 2024, 13:57
Q4 2023 43 $175,948,719 +$2,025,360 -$3,957,863 -$1,932,503 IVV, IXUS, IJH, IJR, RJF 13F-HR 10 Jan 2024, 14:58
Q3 2023 41 $161,464,129 +$375,901 -$2,299,679 -$1,923,778 IVV, IXUS, IJH, IJR, RJF 13F-HR 10 Oct 2023, 21:16
Q2 2023 40 $170,268,838 +$653,474 -$3,793,271 -$3,139,797 IVV, IXUS, IJH, IJR, RJF 13F-HR 20 Jul 2023, 10:16
Q1 2023 38 $165,500,487 +$3,719,486 -$23,259,198 -$19,539,712 IVV, IXUS, IJH, IJR, RJF 13F-HR 19 Apr 2023, 20:03
Q4 2022 43 $177,867,245 +$24,471,998 -$222,285 +$24,249,713 IVV, IXUS, IJH, TOTL, IJR 13F-HR 13 Jan 2023, 17:21
Q3 2022 36 $140,382,000 +$6,046,262 -$1,309,561 +$4,736,701 IVV, IXUS, IJH, IJR, RJF 13F-HR 26 Oct 2022, 10:29
Q2 2022 40 $144,319,000 +$4,633,651 -$1,228,431 +$3,405,220 IVV, IXUS, IJH, IJR, RJF 13F-HR 13 Jul 2022, 13:22
Q1 2022 43 $167,179,000 +$8,443,296 -$2,093,212 +$6,350,084 IVV, IXUS, IJH, IJR, RJF Restatement 20 Apr 2022, 20:42
Q4 2021 47 $163,984,000 +$4,391,260 -$4,667,842 -$276,582 IVV, IXUS, IJH, IJR, PFE 13F-HR 03 Feb 2022, 21:39
Q3 2021 48 $164,690,000 +$4,227,631 -$2,235,843 +$1,991,788 IVV, IXUS, IJH, IJR, RJF 13F-HR 05 Nov 2021, 14:33
Q2 2021 52 $165,569,000 +$1,249,782 -$4,658,937 -$3,409,155 IVV, IXUS, IJH, IJR, FUBO 13F-HR 16 Aug 2021, 10:27
Q1 2021 54 $160,882,000 +$3,712,705 -$1,547,511 +$2,165,194 IVV, IXUS, IJH, IJR, PFE 13F-HR 10 May 2021, 17:05
Q4 2020 43 $141,928,000 +$5,069,394 -$1,425,598 +$3,643,796 IVV, IXUS, IJH, IJR, PFE 13F-HR 29 Jan 2021, 10:56
Q3 2020 35 $124,957,000 +$781,141 -$8,888,855 -$8,107,714 IVV, IXUS, IJH, IJR, PFE 13F-HR 12 Nov 2020, 15:10
Q2 2020 44 $128,445,000 +$5,008,825 -$2,294,101 +$2,714,724 IVV, IXUS, IJH, IJR, PFE 13F-HR 13 Aug 2020, 12:41
Q1 2020 41 $107,057,000 +$11,905,627 -$9,969,202 +$1,936,425 IVV, IXUS, IJH, IJR, PFE 13F-HR 12 May 2020, 16:31
Q4 2019 55 $126,044,000 $0 $0 $0 IVV, IXUS, IJH, IJR, PFE 13F-HR 15 Jan 2020, 16:53
Q3 2018 49 $87,194,000 +$6,163,998 -$1,251,900 +$4,912,098 IVV, IXUS, IJH, PFE, IJR 13F-HR 07 Nov 2018, 17:08
Q2 2018 40 $77,870,000 +$4,142,800 -$2,060,019 +$2,082,781 IVV, IXUS, IJH, PFE, IJR 13F-HR 10 Aug 2018, 09:54
Q1 2018 42 $75,332,000 +$3,150,778 -$7,838,272 -$4,687,494 IVV, IXUS, IJH, PFE, IJR 13F-HR 02 May 2018, 15:43
Q4 2017 44 $81,873,000 $0 $0 $0 IVV, IXUS, IJH, PFE, BSJI 13F-HR 12 Feb 2018, 21:47
Q2 2016 45 $89,195,000 +$4,544,182 -$19,669,509 -$15,125,327 BSJH, IVV, IXUS, PFE, BNDX 13F-HR 28 Jul 2016, 12:32
Q1 2016 44 $99,787,000 +$14,881,954 -$4,982,536 +$9,899,418 BSJG, BSJH, IVV, IXUS, PFE Restatement 12 May 2016, 17:55
Q4 2015 45 $89,710,000 +$4,174,381 -$962,327 +$3,212,054 BSJG, BSJH, PFE, IVV, BSJI 13F-HR 16 Feb 2016, 15:55
Q3 2015 43 $88,334,000 +$19,901,174 -$6,439,219 +$13,461,955 BSJG, BSJH, PFE, IVV, BSJI 13F-HR 10 Nov 2015, 16:05
Q2 2015 47 $76,239,000 +$3,782,556 -$811,984 +$2,970,572 BSJG, BSJH, PFE, BSJI, IGSB 13F-HR 13 Aug 2015, 08:43
Q1 2015 45 $74,169,000 +$18,716,229 -$13,890,340 +$4,825,889 BSJG, BSJH, PFE, IGSB, BSJI 13F-HR 18 May 2015, 17:50
Q4 2014 42 $67,786,000 $0 $0 $0 BSJG, BSJF, PFE, IGSB, BSJH 13F-HR 10 Feb 2015, 19:47