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Disclosery

NORTHEAST PLANNING ASSOCIATES, INC. / NH /: DBEF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NORTHEAST PLANNING ASSOCIATES, INC. / NH / on DBEF, newest first. How the timeline and the estimate are built.

NORTHEAST PLANNING ASSOCIATES, INC. / NH / held 72,382 DBEF shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 72,382 shares
    Change vs previous 13F -988 shares

    2.77% of the 13F portfolio, value $3,693,098.

    13F-HR 0001951757-26-001084 filed by NORTHEAST PLANNING ASSOCIATES, INC. / NH /
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 73,370 shares
    Change vs previous 13F +2,245 shares

    2.43% of the 13F portfolio, value $3,624,474.

    13F-HR 0001951757-26-000746 filed by NORTHEAST PLANNING ASSOCIATES, INC. / NH /
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 71,125 shares
    Change vs previous 13F +1,743 shares

    2.42% of the 13F portfolio, value $3,421,827.

    13F-HR 0001951757-26-000347 filed by NORTHEAST PLANNING ASSOCIATES, INC. / NH /
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 69,382 shares
    Change vs previous 13F -4,191 shares

    2.73% of the 13F portfolio, value $3,220,718.

    13F-HR 0001951757-25-001438 filed by NORTHEAST PLANNING ASSOCIATES, INC. / NH /
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 73,573 shares
    Change vs previous 13F +4,651 shares

    2.96% of the 13F portfolio, value $3,218,838.

    13F-HR 0001951757-25-001063 filed by NORTHEAST PLANNING ASSOCIATES, INC. / NH /
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 68,922 shares
    Change vs previous 13F not available

    2.48% of the 13F portfolio, value $2,984,329.

    13F-HR 0001951757-25-000502 filed by NORTHEAST PLANNING ASSOCIATES, INC. / NH /
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).