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North Forty Two & Co.: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of North Forty Two & Co. on SCHD, newest first. How the timeline and the estimate are built.

North Forty Two & Co. held 138,306 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 138,306 shares
    Change vs previous 13F +8,748 shares

    3.72% of the 13F portfolio, value $4,385,683.

    13F-HR 0002055134-26-000003 filed by North Forty Two & Co.
    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 129,558 shares
    Change vs previous 13F +12,370 shares

    3.67% of the 13F portfolio, value $3,974,839.

    13F-HR 0002055134-26-000002 filed by North Forty Two & Co.
    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 117,188 shares
    Change vs previous 13F +30,110 shares

    3.03% of the 13F portfolio, value $3,214,467.

    13F-HR 0002055134-26-000001 filed by North Forty Two & Co.
    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 87,078 shares
    Change vs previous 13F +410 shares

    2.32% of the 13F portfolio, value $2,377,229.

    13F-HR 0002055134-25-000009 filed by North Forty Two & Co.
    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 86,668 shares
    Change vs previous 13F +6,450 shares

    2.44% of the 13F portfolio, value $2,296,702.

    13F-HR 0002055134-25-000005 filed by North Forty Two & Co.
    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 80,218 shares
    Change vs previous 13F +32,060 shares

    2.48% of the 13F portfolio, value $2,242,895.

    13F-HR 0002055134-25-000004 filed by North Forty Two & Co.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 48,158 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $1,315,677.

    13F-HR 0002055134-25-000002 filed by North Forty Two & Co.
    Filed (acceptance time not in the bulk data set), ingested

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