New England Professional Planning Group Inc.: IVV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of New England Professional Planning Group Inc. on IVV, newest first. How the timeline and the estimate are built.
New England Professional Planning Group Inc. held 126,855 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 126,855 sharesChange vs previous 13F -926 shares
35.46% of the 13F portfolio, value $95,000,638.
13F-HR 0001540867-26-000004 filed by New England Professional Planning Group Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 127,781 sharesChange vs previous 13F +1,903 shares
34.89% of the 13F portfolio, value $83,468,030.
13F-HR 0001540867-26-000002 filed by New England Professional Planning Group Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 125,878 sharesChange vs previous 13F +753 shares
36.13% of the 13F portfolio, value $86,219,710.
13F-HR 0001540867-26-000001 filed by New England Professional Planning Group Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 125,125 sharesChange vs previous 13F +103 shares
37.12% of the 13F portfolio, value $81,008,093.
13F-HR 0001085146-25-005922 filed by New England Professional Planning Group Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 125,022 sharesChange vs previous 13F +124 shares
35.36% of the 13F portfolio, value $77,626,755.
13F-HR 0001085146-25-004044 filed by New England Professional Planning Group Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 124,898 sharesChange vs previous 13F +3,039 shares
34.94% of the 13F portfolio, value $70,183,634.
13F-HR 0001085146-25-002512 filed by New England Professional Planning Group Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 121,859 sharesChange vs previous 13F -502 shares
35.73% of the 13F portfolio, value $71,736,847.
13F-HR 0001085146-25-000718 filed by New England Professional Planning Group Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 122,361 sharesChange vs previous 13F not available
34.93% of the 13F portfolio, value $70,580,366.
13F-HR 0001085146-24-004745 filed by New England Professional Planning Group Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).