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NORTH STAR ASSET MANAGEMENT INC: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NORTH STAR ASSET MANAGEMENT INC on SCHB, newest first. How the timeline and the estimate are built.

NORTH STAR ASSET MANAGEMENT INC held 2,772,864 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,772,864 shares
    Change vs previous 13F +92,253 shares

    3.16% of the 13F portfolio, value $80,302,130.

    13F-HR 0001056559-26-000003 filed by NORTH STAR ASSET MANAGEMENT INC
    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 2,680,611 shares
    Change vs previous 13F +4,379 shares

    2.92% of the 13F portfolio, value $67,283,344.

    13F-HR 0001056559-26-000002 filed by NORTH STAR ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 2,676,232 shares
    Change vs previous 13F -11,388 shares

    2.83% of the 13F portfolio, value $70,197,556.

    13F-HR 0001056559-26-000001 filed by NORTH STAR ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 2,687,620 shares
    Change vs previous 13F +23,164 shares

    2.8% of the 13F portfolio, value $69,098,718.

    13F-HR 0001056559-25-000005 filed by NORTH STAR ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 2,664,456 shares
    Change vs previous 13F -244,773 shares

    2.69% of the 13F portfolio, value $63,493,998.

    13F-HR 0001056559-25-000003 filed by NORTH STAR ASSET MANAGEMENT INC
    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 2,909,229 shares
    Change vs previous 13F -34,149 shares

    2.86% of the 13F portfolio, value $62,635,692.

    13F-HR 0001056559-25-000002 filed by NORTH STAR ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 2,943,378 shares
    Change vs previous 13F +1,965,667 shares

    2.96% of the 13F portfolio, value $66,814,680.

    13F-HR 0001056559-25-000001 filed by NORTH STAR ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 977,711 shares
    Change vs previous 13F not available

    2.92% of the 13F portfolio, value $65,037,358.

    13F-HR 0001056559-24-000004 filed by NORTH STAR ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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