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Disclosery

ALERUS FINANCIAL NA: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ALERUS FINANCIAL NA on SCHD, newest first. How the timeline and the estimate are built.

ALERUS FINANCIAL NA held 0 SCHD shares at 2026-03-31 per its 13F-HR filed 2026-05-12.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -1,128 shares

    13F-HR 0000919458-26-000002 filed by ALERUS FINANCIAL NA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 1,128 shares
    Change vs previous 13F -133,457 shares

    <0.01% of the 13F portfolio, value $30,941.

    13F-HR 0000919458-26-000001 filed by ALERUS FINANCIAL NA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 134,585 shares
    Change vs previous 13F +133,457 shares

    0.19% of the 13F portfolio, value $3,674,181.

    13F-HR 0000919458-25-000007 filed by ALERUS FINANCIAL NA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 1,128 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $29,892.

    13F-HR 0000919458-25-000003 filed by ALERUS FINANCIAL NA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).