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North Ridge Wealth Advisors, Inc.: SCHR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of North Ridge Wealth Advisors, Inc. on SCHR, newest first. How the timeline and the estimate are built.

North Ridge Wealth Advisors, Inc. held 67,169 SCHR shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 67,169 shares
    Change vs previous 13F +1,515 shares

    0.94% of the 13F portfolio, value $1,673,180.

    13F-HR 0001974277-26-000005 filed by North Ridge Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 65,654 shares
    Change vs previous 13F +525 shares

    0.92% of the 13F portfolio, value $1,646,603.

    13F-HR 0001974277-26-000003 filed by North Ridge Wealth Advisors, Inc.
    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 65,129 shares
    Change vs previous 13F -2,107 shares

    0.94% of the 13F portfolio, value $1,636,692.

    13F-HR 0001974277-25-000007 filed by North Ridge Wealth Advisors, Inc.
    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 67,236 shares
    Change vs previous 13F 0 shares

    1.03% of the 13F portfolio, value $1,682,918.

    13F-HR 0002054664-25-000007 filed by North Ridge Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 67,236 shares
    Change vs previous 13F -262 shares

    1.12% of the 13F portfolio, value $1,671,487.

    13F-HR 0002054664-25-000003 filed by North Ridge Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 67,498 shares
    Change vs previous 13F +33,749 shares

    1.13% of the 13F portfolio, value $1,639,527.

    13F-HR 0002054664-25-000005 filed by North Ridge Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 33,749 shares
    Change vs previous 13F +955 shares

    1.16% of the 13F portfolio, value $1,707,700.

    13F-HR 0001085146-24-005093 filed by North Ridge Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 32,794 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $1,599,364.

    13F-HR 0001085146-24-003342 filed by North Ridge Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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