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Disclosery

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

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

NORTHEAST PLANNING ASSOCIATES, INC. / NH / held 53,042 LMBS 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 53,042 shares
    Change vs previous 13F -15,604 shares

    1.85% of the 13F portfolio, value $2,465,210.

    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 68,646 shares
    Change vs previous 13F +1,410 shares

    2.3% of the 13F portfolio, value $3,419,259.

    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 67,236 shares
    Change vs previous 13F +7,930 shares

    2.37% of the 13F portfolio, value $3,361,128.

    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 59,306 shares
    Change vs previous 13F +6,509 shares

    2.5% of the 13F portfolio, value $2,952,846.

    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 52,797 shares
    Change vs previous 13F +3,491 shares

    2.4% of the 13F portfolio, value $2,600,784.

    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 49,306 shares
    Change vs previous 13F not available

    2.01% of the 13F portfolio, value $2,423,886.

    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).