New England Professional Planning Group Inc.
Position in RJF — Raymond James Financial Inc
CIK 1540867
Westerly, RI
Position in RJF
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$7,145,257
+$364,163 QoQ
Shares Held
46,999
+0.4% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
33.55%
of 13F equity value
Holder Rank
#183
of 899 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RJF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026New England Professional Planning Group Inc. holds $7,432,739 across 2 Asset Management names. RJF ranks #1 (96.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RJF |
Raymond James Financial Inc
This page
|
46,999 | $7,145,257 | |
| 2 | BN |
BROOKFIELD Corp /ON/
|
6,750 | $287,482 |
All Filings in RJF
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,145,257 | 46,999 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $6,781,094 | 46,834 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $7,497,786 | 46,689 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $7,775,802 | 45,051 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $6,887,846 | 44,910 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $6,215,389 | 44,744 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $6,928,649 | 44,606 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $5,260,636 | 42,958 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $5,290,508 | 42,800 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $5,476,342 | 42,644 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $4,735,182 | 42,468 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $3,946,999 | 39,301 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $4,062,076 | 39,145 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $3,634,731 | 38,970 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $4,148,664 | 38,827 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $3,602,581 | 36,456 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $3,246,745 | 36,313 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $3,979,181 | 36,204 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $3,623,436 | 36,090 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $3,122,755 | 33,840 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $2,922,750 | 22,500 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,757,601 | 22,500 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $2,152,575 | 22,500 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,637,101 | 22,500 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,445,431 | 21,000 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,327,198 | 21,000 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||