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NORTH STAR ASSET MANAGEMENT INC: SCHV position timeline

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

NORTH STAR ASSET MANAGEMENT INC held 137,343 SCHV 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 137,343 shares
    Change vs previous 13F +9,760 shares

    0.19% of the 13F portfolio, value $4,780,898.

    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 127,583 shares
    Change vs previous 13F +2,447 shares

    0.17% of the 13F portfolio, value $3,891,281.

    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 125,136 shares
    Change vs previous 13F +6,759 shares

    0.15% of the 13F portfolio, value $3,705,277.

    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 118,377 shares
    Change vs previous 13F +725 shares

    0.14% of the 13F portfolio, value $3,445,954.

    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 117,652 shares
    Change vs previous 13F -4,211 shares

    0.14% of the 13F portfolio, value $3,255,431.

    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 121,863 shares
    Change vs previous 13F +4,283 shares

    0.15% of the 13F portfolio, value $3,239,119.

    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 117,580 shares
    Change vs previous 13F +78,067 shares

    0.14% of the 13F portfolio, value $3,065,311.

    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 39,513 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $3,175,660.

    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).