NFP Retirement, Inc.
CIK
0002040084
City
ALISO VIEJO
State / Country
CA
Holdings in BUI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,138,059 | 122,151 | Shares | Sole | 2026-02-18 |
| 2025-06-30 | $2,922,702 | 113,503 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $2,503,081 | 110,609 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $2,536,039 | 108,239 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $2,641,167 | 106,370 | Shares | Sole | 2025-02-13 |
| 2024-06-30 | $2,274,716 | 102,696 | Shares | Sole | 2025-02-13 |
| 2024-03-31 | $2,207,452 | 102,339 | Shares | Sole | 2025-02-13 |
| 2023-12-31 | $2,073,532 | 95,029 | Shares | Sole | 2025-02-13 |
| 2023-09-30 | $1,767,923 | 89,154 | Shares | Sole | 2025-02-13 |
| 2023-06-30 | $1,701,840 | 77,216 | Shares | Sole | 2025-02-13 |
| 2023-03-31 | $1,826,556 | 76,170 | Shares | Sole | 2025-02-13 |
| 2022-12-31 | $1,518,515 | 73,111 | Shares | Sole | 2025-02-13 |
| 2022-09-30 | $1,576,555 | 78,592 | Shares | Sole | 2025-02-13 |
| 2022-06-30 | $1,226,724 | 56,066 | Shares | Sole | 2025-02-13 |
| 2022-03-31 | $2,080,418 | 81,874 | Shares | Sole | 2025-02-13 |
| 2021-12-31 | $1,937,297 | 72,776 | Shares | Sole | 2025-02-13 |
| 2021-09-30 | $1,900,431 | 75,624 | Shares | Sole | 2025-02-13 |
| 2021-06-30 | $1,932,666 | 75,055 | Shares | Sole | 2025-02-13 |
| 2021-03-31 | $1,486,176 | 59,069 | Shares | Sole | 2025-02-13 |