Number of Shares
114,551
Previous 103,900 10.25%
Holding current value
$5.71 Billion
Previous $4.84 Billion 17.84%
% of portfolio
1.66%
Previous 1.7%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025

BUY
N/A
10,651 Added 10.25%
114,551 $5.71 Billion
Q1 2025

May 12, 2025

BUY
N/A
103,900 New
103,900 $4.84 Billion
Track This Portfolio

Track Northeast Financial Group, Inc. Portfolio

Follow Northeast Financial Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Northeast Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Northeast Financial Group, Inc. with notifications on news.