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Disclosery

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

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

NORTHEAST PLANNING ASSOCIATES, INC. / NH / held 8,400 TBIL 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 8,400 shares
    Change vs previous 13F -412 shares

    0.23% of the 13F portfolio, value $309,530.

    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 8,812 shares
    Change vs previous 13F -875 shares

    0.3% of the 13F portfolio, value $439,366.

    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 9,687 shares
    Change vs previous 13F -50 shares

    0.34% of the 13F portfolio, value $483,187.

    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 9,737 shares
    Change vs previous 13F -208 shares

    0.41% of the 13F portfolio, value $486,850.

    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 9,945 shares
    Change vs previous 13F -22,072 shares

    0.46% of the 13F portfolio, value $497,201.

    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 32,017 shares
    Change vs previous 13F +287 shares

    1.33% of the 13F portfolio, value $1,601,183.

    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 31,730 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $1,582,041.

    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).