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Disclosery

NorthRock Partners, LLC: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NorthRock Partners, LLC on SCHA, newest first. How the timeline and the estimate are built.

NorthRock Partners, LLC held 37,258 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,258 shares
    Change vs previous 13F -10,103 shares

    0.02% of the 13F portfolio, value $1,346,139.

    13F-HR 0001172661-26-003263 filed by NorthRock Partners, LLC
    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 47,361 shares
    Change vs previous 13F -1,278 shares

    0.02% of the 13F portfolio, value $1,377,264.

    13F-HR 0001172661-26-002224 filed by NorthRock Partners, LLC
    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 48,639 shares
    Change vs previous 13F +8,830 shares

    0.02% of the 13F portfolio, value $1,385,263.

    13F-HR 0001172661-26-001063 filed by NorthRock Partners, LLC
    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 39,809 shares
    Change vs previous 13F +894 shares

    0.02% of the 13F portfolio, value $1,110,660.

    13F-HR 0001172661-25-004787 filed by NorthRock Partners, LLC
    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/A 38,915 shares
    Change vs previous 13F -1,652 shares

    0.03% of the 13F portfolio, value $984,680.

    13F-HR/A 0001172661-25-004912 filed by NorthRock Partners, LLC
    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 40,567 shares
    Change vs previous 13F -8,420 shares

    0.03% of the 13F portfolio, value $950,490.

    13F-HR 0001398344-25-008966 filed by NorthRock Partners, LLC
    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/A 48,987 shares
    Change vs previous 13F +24,625 shares

    0.04% of the 13F portfolio, value $1,266,811.

    13F-HR/A 0001398344-25-007448 filed by NorthRock Partners, LLC
    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/A 24,362 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,254,634.

    13F-HR/A 0001398344-25-007446 filed by NorthRock Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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