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Northern Capital Management, Inc.: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Northern Capital Management, Inc. on SCHB, newest first. How the timeline and the estimate are built.

Northern Capital Management, Inc. held 28,633 SCHB shares at 2026-06-30 per its 13F-HR/A filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 28,633 shares
    Change vs previous 13F -486 shares

    0.35% of the 13F portfolio, value $829,231.

    13F-HR/A 0001581794-26-000011 filed by Northern Capital 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 29,119 shares
    Change vs previous 13F -11,276 shares

    0.37% of the 13F portfolio, value $730,898.

    13F-HR 0001581794-26-000004 filed by Northern Capital 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 40,395 shares
    Change vs previous 13F +495 shares

    0.56% of the 13F portfolio, value $1,059,561.

    13F-HR 0001581794-26-000002 filed by Northern Capital 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 39,900 shares
    Change vs previous 13F +1,425 shares

    0.56% of the 13F portfolio, value $1,025,833.

    13F-HR 0001581794-25-000015 filed by Northern Capital 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 38,475 shares
    Change vs previous 13F +789 shares

    0.54% of the 13F portfolio, value $916,866.

    13F-HR 0001581794-25-000010 filed by Northern Capital 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 37,686 shares
    Change vs previous 13F +380 shares

    0.53% of the 13F portfolio, value $811,386.

    13F-HR 0001581794-25-000008 filed by Northern Capital 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 37,306 shares
    Change vs previous 13F +24,888 shares

    0.52% of the 13F portfolio, value $846,846.

    13F-HR 0001581794-25-000002 filed by Northern Capital 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 12,418 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $826,026.

    13F-HR 0001581794-24-000011 filed by Northern Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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