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Northeast Financial Consultants Inc: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Northeast Financial Consultants Inc on SCHD, newest first. How the timeline and the estimate are built.

Northeast Financial Consultants Inc held 15,951 SCHD shares at 2025-06-30 per its 13F-HR filed 2025-08-15.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 15,951 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $422,702.

    13F-HR 0001599863-25-000007 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 15,951 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $445,990.

    13F-HR 0001599863-25-000005 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 15,951 shares
    Change vs previous 13F +10,634 shares

    0.02% of the 13F portfolio, value $435,782.

    13F-HR 0001599863-25-000003 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 5,317 shares
    Change vs previous 13F +5,317 shares

    0.02% of the 13F portfolio, value $449,447.

    13F-HR 0001599863-24-000010 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 0 shares
    Change vs previous 13F -14,681 shares

    13F-HR 0001599863-24-000002 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2023-09-30
    13F 14,681 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,038,834.

    13F-HR 0001599863-23-000009 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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