Current Market Value 219,502,487
Current Holdings 46
Most Recent File Date 2025-07-23
Total Filings on Record 36
SEC Form 13F Filing History

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. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-23 2025-06-30 13F-HR 46 219,502
2025-05-01 2025-03-31 13F-HR 46 200,869
2025-02-04 2024-12-31 13F-HR 48 200,765
2024-10-09 2024-09-30 13F-HR 51 202,048
2024-08-01 2024-06-30 13F-HR 50 190,375
2024-04-12 2024-03-31 13F-HR 54 191,718
2024-01-10 2023-12-31 13F-HR 43 175,949
2023-10-11 2023-09-30 13F-HR 41 161,464
2023-07-20 2023-06-30 13F-HR 40 170,269
2023-04-20 2023-03-31 13F-HR 38 165,500
2023-01-13 2022-12-31 13F-HR 43 177,867
2022-10-26 2022-09-30 13F-HR 36 140,382
2022-07-13 2022-06-30 13F-HR 40 144,319
2022-04-21 2022-03-31 13F-HR/A 1 R 43 167,179
2022-04-14 2022-03-31 13F-HR 76 161,143
2022-02-04 2021-12-31 13F-HR 50 164,007
2021-11-05 2021-09-30 13F-HR 48 168,790
2021-08-16 2021-06-30 13F-HR 52 165,816
2021-05-10 2021-03-31 13F-HR 54 163,076
2021-01-29 2020-12-31 13F-HR 43 141,928
2020-11-12 2020-09-30 13F-HR 35 125,601
2020-08-13 2020-06-30 13F-HR 44 129,490
2020-05-12 2020-03-31 13F-HR 41 107,854
2020-01-15 2019-12-31 13F-HR 55 126,044
2018-11-07 2018-09-30 13F-HR 49 87,194
2018-08-10 2018-06-30 13F-HR 40 77,870
2018-05-02 2018-03-31 13F-HR 42 75,332
2018-02-13 2017-12-31 13F-HR 44 81,873
2016-07-28 2016-06-30 13F-HR 45 89,195
2016-05-13 2016-03-31 13F-HR/A 1 R 44 99,787
2016-05-10 2016-03-31 13F-HR 41 99,402
2016-02-16 2015-12-31 13F-HR 45 89,710
2015-11-10 2015-09-30 13F-HR 43 88,334
2015-08-13 2015-06-30 13F-HR 47 76,239
2015-05-19 2015-03-31 13F-HR 45 74,169
2015-02-11 2014-12-31 13F-HR 42 67,786