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Disclosery

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

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

NORTHEAST PLANNING ASSOCIATES, INC. / NH / held 5,372 SPYG 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 5,372 shares
    Change vs previous 13F -115 shares

    0.45% of the 13F portfolio, value $599,235.

    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 5,487 shares
    Change vs previous 13F -50 shares

    0.36% of the 13F portfolio, value $537,234.

    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 5,537 shares
    Change vs previous 13F -50 shares

    0.42% of the 13F portfolio, value $590,800.

    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 5,587 shares
    Change vs previous 13F -50 shares

    0.5% of the 13F portfolio, value $583,898.

    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 5,637 shares
    Change vs previous 13F -94 shares

    0.49% of the 13F portfolio, value $537,319.

    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 5,731 shares
    Change vs previous 13F -6,439 shares

    0.38% of the 13F portfolio, value $460,601.

    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).

  7. period ended2024-12-31
    13F 12,170 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $1,069,743.

    13F-HR 0001951757-25-000283 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).