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Disclosery

Northstar Financial Companies, Inc.: SCHB position timeline

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

Northstar Financial Companies, Inc. held 19,975 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,975 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $578,476.

    13F-HR 0001765380-26-000307 filed by Northstar Financial Companies, 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 19,975 shares
    Change vs previous 13F +6,000 shares

    0.4% of the 13F portfolio, value $501,373.

    13F-HR 0001765380-26-000147 filed by Northstar Financial Companies, 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 13,975 shares
    Change vs previous 13F -189 shares

    0.29% of the 13F portfolio, value $366,564.

    13F-HR 0002059828-26-000001 filed by Northstar Financial Companies, 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 14,164 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $364,156.

    13F-HR 0001765380-25-000466 filed by Northstar Financial Companies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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