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Disclosery

ALERUS FINANCIAL NA: SCHW position timeline

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

ALERUS FINANCIAL NA held 31,269 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,269 shares
    Change vs previous 13F -13,749 shares

    0.13% of the 13F portfolio, value $2,885,191.

    13F-HR 0000919458-26-000003 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).

  2. period ended2026-03-31
    13F 45,018 shares
    Change vs previous 13F -14,125 shares

    0.21% of the 13F portfolio, value $4,230,792.

    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).

  3. period ended2025-12-31
    13F 59,143 shares
    Change vs previous 13F +10,460 shares

    0.29% of the 13F portfolio, value $5,908,977.

    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).

  4. period ended2025-09-30
    13F 48,683 shares
    Change vs previous 13F +971 shares

    0.24% of the 13F portfolio, value $4,647,766.

    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).

  5. period ended2025-06-30
    13F 47,712 shares
    Change vs previous 13F +23,504 shares

    0.31% of the 13F portfolio, value $4,353,243.

    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).

  6. period ended2025-03-31
    13F 24,208 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,895,005.

    13F-HR 0000919458-25-000002 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).