Current Market Value 1,513,663,528
Current Holdings 298
Most Recent File Date 2025-08-12
Total Filings on Record 23
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by NFP Retirement, 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)
2025-08-12 2025-06-30 13F-HR 298 1,513,664
2025-05-13 2025-03-31 13F-HR 277 1,261,539
2025-02-13 2024-12-31 13F-HR 292 1,266,543
2025-02-13 2024-09-30 13F-HR 284 1,235,325
2025-02-13 2024-06-30 13F-HR 277 1,193,465
2025-02-13 2024-03-31 13F-HR 279 1,160,387
2025-02-13 2023-12-31 13F-HR 244 590,759
2025-02-13 2023-09-30 13F-HR 226 523,534
2025-02-13 2023-06-30 13F-HR 230 536,191
2025-02-13 2023-03-31 13F-HR 243 502,503
2025-02-13 2022-12-31 13F-HR 240 455,332
2025-02-13 2022-09-30 13F-HR 219 405,987
2025-02-13 2022-06-30 13F-HR 231 394,569
2025-02-13 2022-03-31 13F-HR 223 422,430
2025-02-13 2021-12-31 13F-HR 148 279,496
2025-02-13 2021-09-30 13F-HR 138 245,510
2025-02-13 2021-06-30 13F-HR 135 259,107
2025-02-13 2021-03-31 13F-HR 124 230,119
2025-02-13 2020-12-31 13F-HR 115 161,803
2025-02-13 2020-09-30 13F-HR 111 151,700
2025-02-13 2020-06-30 13F-HR 101 136,720
2025-02-13 2020-03-31 13F-HR 83 102,212
2025-02-13 2019-12-31 13F-HR 87 107,521