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Disclosery

Northstar Financial Companies, Inc.: SCHD position timeline

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

Northstar Financial Companies, Inc. held 28,944 SCHD 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 28,944 shares
    Change vs previous 13F +677 shares

    0.62% of the 13F portfolio, value $917,816.

    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 28,267 shares
    Change vs previous 13F +9,291 shares

    0.69% of the 13F portfolio, value $867,234.

    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 18,976 shares
    Change vs previous 13F +2,485 shares

    0.41% of the 13F portfolio, value $520,504.

    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 16,491 shares
    Change vs previous 13F -3,537 shares

    0.42% of the 13F portfolio, value $450,210.

    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).

  5. period ended2025-06-30
    13F 20,028 shares
    Change vs previous 13F -41 shares

    0.55% of the 13F portfolio, value $530,734.

    13F-HR 0001765380-25-000327 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).

  6. period ended2025-03-31
    13F 20,069 shares
    Change vs previous 13F -1,051 shares

    0.61% of the 13F portfolio, value $561,123.

    13F-HR 0001765380-25-000231 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).

  7. period ended2024-12-31
    13F 21,120 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $577,006.

    13F-HR 0001765380-25-000140 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).