13F Filings History of NORTHEAST PLANNING ASSOCIATES, INC. / NH /

Latest 13F report: Q4 2025 - 04 Feb 2026
Value $: $141,537,376
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 52 stock holdings with total value $141,537,376 as of Q4 2025. Top holdings included SLV, UITB, USTB, JPST, and GDX.

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Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Filing Time
Q4 2025	52	$141,537,376	+$19,780,338	-$7,408,654	+$12,371,684	SLV, UITB, USTB, JPST, GDX	13F-HR	04 Feb 2026, 09:21
Q3 2025	51	$117,884,644	+$13,104,530	-$15,329,964	-$2,225,434	SLV, UITB, USTB, JPST, GDX	13F-HR	14 Nov 2025, 12:57
Q2 2025	47	$108,581,533	+$3,921,652	-$21,079,423	-$17,157,771	SLV, USTB, JPST, GDX, UITB	13F-HR	12 Aug 2025, 12:11
Q1 2025	46	$120,435,538	+$33,249,684	-$15,853,448	+$17,396,236	GDX, SLV, USTB, JPST, XLE	13F-HR	05 May 2025, 16:50
Q4 2024	45	$96,601,819	$0	$0	$0	JPST, USTB, SLV, GDX, XLE	13F-HR	19 Mar 2025, 12:47