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Disclosery

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

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

NORTHEAST PLANNING ASSOCIATES, INC. / NH / held 264,245 USTB 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 264,245 shares
    Change vs previous 13F -1,351 shares

    9.16% of the 13F portfolio, value $12,221,934.

    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 265,596 shares
    Change vs previous 13F +13,161 shares

    9.02% of the 13F portfolio, value $13,433,825.

    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 252,435 shares
    Change vs previous 13F +4,344 shares

    9.07% of the 13F portfolio, value $12,833,774.

    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 248,091 shares
    Change vs previous 13F +4,336 shares

    10.73% of the 13F portfolio, value $12,650,177.

    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 243,755 shares
    Change vs previous 13F -6,644 shares

    11.41% of the 13F portfolio, value $12,387,609.

    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 250,399 shares
    Change vs previous 13F +8,360 shares

    10.53% of the 13F portfolio, value $12,682,724.

    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 242,039 shares
    Change vs previous 13F not available

    12.58% of the 13F portfolio, value $12,150,338.

    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).