NFP Retirement, Inc.
CIK
0002040084
City
ALISO VIEJO
State / Country
CA
Holdings in CII
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $4,837,332 | 206,989 | Shares | Sole | 2026-02-18 |
| 2025-06-30 | $3,972,978 | 186,088 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $3,571,192 | 193,351 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $3,726,399 | 185,393 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $3,545,952 | 180,089 | Shares | Sole | 2025-02-13 |
| 2024-06-30 | $3,536,191 | 176,898 | Shares | Sole | 2025-02-13 |
| 2024-03-31 | $3,358,068 | 172,297 | Shares | Sole | 2025-02-13 |
| 2023-12-31 | $3,196,427 | 168,233 | Shares | Sole | 2025-02-13 |
| 2023-09-30 | $2,439,848 | 130,823 | Shares | Sole | 2025-02-13 |
| 2023-06-30 | $1,811,333 | 97,857 | Shares | Sole | 2025-02-13 |
| 2023-03-31 | $1,660,694 | 92,621 | Shares | Sole | 2025-02-13 |
| 2022-12-31 | $1,002,581 | 58,562 | Shares | Sole | 2025-02-13 |
| 2022-09-30 | $855,844 | 52,027 | Shares | Sole | 2025-02-13 |
| 2022-06-30 | $379,024 | 21,560 | Shares | Sole | 2025-02-13 |
| 2022-03-31 | $380,412 | 18,219 | Shares | Sole | 2025-02-13 |