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NorthStar Asset Management LLC /NJ/: SCHX position timeline

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

NorthStar Asset Management LLC /NJ/ held 7,800 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,800 shares
    Change vs previous 13F -62 shares

    0.09% of the 13F portfolio, value $229,542.

    13F-HR 0002011587-26-000004 filed by NorthStar Asset Management LLC /NJ/
    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 7,862 shares
    Change vs previous 13F -95 shares

    0.1% of the 13F portfolio, value $201,592.

    13F-HR 0002011587-26-000002 filed by NorthStar Asset Management LLC /NJ/
    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 7,957 shares
    Change vs previous 13F +51 shares

    0.1% of the 13F portfolio, value $214,133.

    13F-HR 0002011587-26-000001 filed by NorthStar Asset Management LLC /NJ/
    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 7,906 shares
    Change vs previous 13F -1,160 shares

    0.1% of the 13F portfolio, value $208,246.

    13F-HR 0002011587-25-000003 filed by NorthStar Asset Management LLC /NJ/
    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 9,066 shares
    Change vs previous 13F +9,066 shares

    0.12% of the 13F portfolio, value $221,561.

    13F-HR 0001085146-25-004841 filed by NorthStar Asset Management LLC /NJ/
    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 0 shares
    Change vs previous 13F -11,144 shares

    13F-HR 0001085146-25-002643 filed by NorthStar Asset Management LLC /NJ/
    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.

  7. period ended2024-12-31
    13F 11,144 shares
    Change vs previous 13F +7,157 shares

    0.16% of the 13F portfolio, value $258,309.

    13F-HR 0001085146-25-000420 filed by NorthStar Asset Management LLC /NJ/
    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 3,987 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $270,511.

    13F-HR 0001085146-24-005495 filed by NorthStar Asset Management LLC /NJ/
    Filed (acceptance time not in the bulk data set), ingested

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