Skip to content
Disclosery

NorthRock Partners, LLC: SCHX position timeline

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

NorthRock Partners, LLC held 371,161 SCHX 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 371,161 shares
    Change vs previous 13F -32,003 shares

    0.16% of the 13F portfolio, value $10,923,263.

    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 403,164 shares
    Change vs previous 13F -22,782 shares

    0.17% of the 13F portfolio, value $10,337,135.

    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 425,946 shares
    Change vs previous 13F +14,566 shares

    0.19% of the 13F portfolio, value $11,462,212.

    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 411,380 shares
    Change vs previous 13F +8,857 shares

    0.2% of the 13F portfolio, value $10,835,749.

    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 402,523 shares
    Change vs previous 13F +2,433 shares

    0.26% of the 13F portfolio, value $9,838,036.

    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 400,090 shares
    Change vs previous 13F -56,434 shares

    0.3% of the 13F portfolio, value $8,833,992.

    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 456,524 shares
    Change vs previous 13F +305,252 shares

    0.35% of the 13F portfolio, value $10,582,231.

    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 151,272 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $10,263,776.

    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).