NORTHEAST PLANNING ASSOCIATES, INC. / NH / BINC — BLACKROCK ETF TRUST II

Ownership history in NORTHEAST PLANNING ASSOCIATES, INC. / NH /  ·  1 quarter on record

AI Ownership Summary

NORTHEAST PLANNING ASSOCIATES, INC. / NH / reported BLACKROCK ETF TRUST II (BINC) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 2.53% in 2026 Q2. The latest visible filing shows BINC at 2.53% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BINC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NORTHEAST PLANNING ASSOCIATES, INC. / NH /'s position in BLACKROCK ETF TRUST II, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

BINC was reported at 2.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.53% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How NORTHEAST PLANNING ASSOCIATES, INC. / NH / held BINC — position size vs. price
% of Fund (quarterly)    BINC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED — — — 69,369 — — 2.53% $3.4M 2026-07-30 $51.34

🏢 Other funds also holding BINC

As of 2026 Q3 — sorted by position size

Global Wealth Strategies & Associates 3Y 2.32% Roxbury Financial LLC 0.37% Planning Strategies Inc. 0.02%

FAQ About NORTHEAST PLANNING ASSOCIATES, INC. / NH / and BINC

These are the practical questions this page is built to answer before you even open the full history table.

How long has NORTHEAST PLANNING ASSOCIATES, INC. / NH / reported owning BINC?

NORTHEAST PLANNING ASSOCIATES, INC. / NH / reported BINC across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported BINC position in NORTHEAST PLANNING ASSOCIATES, INC. / NH /'s portfolio?

The largest reported portfolio weight for BINC was 2.53% in 2026 Q2.

What is the latest reported BINC position on this page?

The most recent filing on this page is 2026 Q2, when NORTHEAST PLANNING ASSOCIATES, INC. / NH / reported 69,369 shares, equal to 2.53% of portfolio, with an estimated market value of $3.4M.

What does the chart on this BINC ownership page compare?

The chart compares NORTHEAST PLANNING ASSOCIATES, INC. / NH /'s quarterly BINC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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