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Disclosery

Northeast Financial Group, Inc.: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Northeast Financial Group, Inc. on SPY, newest first. How the timeline and the estimate are built.

Northeast Financial Group, Inc. held 16,234 SPY shares at 2026-03-31 per its 13F-HR filed 2026-05-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 16,234 shares
    Change vs previous 13F -5,346 shares

    2.81% of the 13F portfolio, value $10,559,706.

    13F-HR 0001172661-26-002401 filed by Northeast Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 21,580 shares
    Change vs previous 13F -22,022 shares

    3.69% of the 13F portfolio, value $14,718,254.

    13F-HR 0001172661-26-001212 filed by Northeast Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 43,602 shares
    Change vs previous 13F +31,300 shares

    7.23% of the 13F portfolio, value $29,048,255.

    13F-HR 0001172661-25-004650 filed by Northeast Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 12,302 shares
    Change vs previous 13F +3,471 shares

    2.41% of the 13F portfolio, value $7,601,356.

    13F-HR 0001172661-25-002649 filed by Northeast Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 8,831 shares
    Change vs previous 13F +4,426 shares

    1.84% of the 13F portfolio, value $4,940,243.

    13F-HR 0001172661-25-001710 filed by Northeast Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 4,405 shares
    Change vs previous 13F +1,321 shares

    0.99% of the 13F portfolio, value $2,582,327.

    13F-HR 0001172661-25-000324 filed by Northeast Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 3,084 shares
    Change vs previous 13F +922 shares

    0.68% of the 13F portfolio, value $1,770,185.

    13F-HR 0001172661-24-004497 filed by Northeast Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 2,162 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,176,632.

    13F-HR 0001172661-24-002764 filed by Northeast Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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