Skip to content
Disclosery

NORTH STAR ASSET MANAGEMENT INC: SCHW position timeline

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

NORTH STAR ASSET MANAGEMENT INC held 478,540 SCHW 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 478,540 shares
    Change vs previous 13F -7,278 shares

    1.74% of the 13F portfolio, value $44,154,875.

    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 485,818 shares
    Change vs previous 13F -4,181 shares

    1.98% of the 13F portfolio, value $45,657,164.

    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 489,999 shares
    Change vs previous 13F -2,376 shares

    1.98% of the 13F portfolio, value $48,955,789.

    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 492,375 shares
    Change vs previous 13F -8,378 shares

    1.91% of the 13F portfolio, value $47,006,992.

    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 500,753 shares
    Change vs previous 13F -2,216 shares

    1.93% of the 13F portfolio, value $45,688,700.

    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 502,969 shares
    Change vs previous 13F +1,709 shares

    1.8% of the 13F portfolio, value $39,372,438.

    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 501,260 shares
    Change vs previous 13F +2,346 shares

    1.64% of the 13F portfolio, value $37,098,216.

    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 498,914 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $32,334,608.

    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).