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Northstar Group, Inc.: SCHD position timeline

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

Northstar Group, Inc. held 133,778 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 133,778 shares
    Change vs previous 13F +575 shares

    0.55% of the 13F portfolio, value $4,242,088.

    13F-HR 0001631408-26-000003 filed by Northstar Group, 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 133,203 shares
    Change vs previous 13F -833 shares

    0.58% of the 13F portfolio, value $4,086,657.

    13F-HR 0001631408-26-000002 filed by Northstar Group, 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 134,036 shares
    Change vs previous 13F -574 shares

    0.5% of the 13F portfolio, value $3,676,609.

    13F-HR 0001631408-26-000001 filed by Northstar Group, 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 134,610 shares
    Change vs previous 13F -3,675 shares

    0.54% of the 13F portfolio, value $3,674,846.

    13F-HR 0001631408-25-000002 filed by Northstar Group, 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 138,285 shares
    Change vs previous 13F -1,633 shares

    0.57% of the 13F portfolio, value $3,664,544.

    13F-HR 0001085146-25-003976 filed by Northstar Group, 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 139,918 shares
    Change vs previous 13F -2,992 shares

    0.63% of the 13F portfolio, value $3,912,098.

    13F-HR 0001085146-25-002183 filed by Northstar Group, 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 142,910 shares
    Change vs previous 13F +93,741 shares

    0.65% of the 13F portfolio, value $3,904,301.

    13F-HR 0001085146-25-000528 filed by Northstar Group, Inc.
    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 49,169 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $4,156,239.

    13F-HR 0001085146-24-004715 filed by Northstar Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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