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Disclosery

NOVEM GROUP: SCHD position timeline

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

NOVEM GROUP held 35,846 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,846 shares
    Change vs previous 13F +1,632 shares

    0.12% of the 13F portfolio, value $1,136,681.

    13F-HR 0002085853-26-000789 filed by NOVEM GROUP
    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 34,214 shares
    Change vs previous 13F +15,044 shares

    0.12% of the 13F portfolio, value $1,049,681.

    13F-HR 0002085853-26-000356 filed by NOVEM GROUP
    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 19,170 shares
    Change vs previous 13F -1,852 shares

    0.06% of the 13F portfolio, value $525,831.

    13F-HR 0002085853-26-000113 filed by NOVEM GROUP
    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 21,022 shares
    Change vs previous 13F +660 shares

    0.07% of the 13F portfolio, value $573,891.

    13F-HR 0002085853-25-000241 filed by NOVEM GROUP
    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 20,362 shares
    Change vs previous 13F -277,914 shares

    0.07% of the 13F portfolio, value $539,602.

    13F-HR 0001667731-25-000844 filed by NOVEM GROUP
    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 298,276 shares
    Change vs previous 13F +253,089 shares

    1.18% of the 13F portfolio, value $8,339,811.

    13F-HR 0001667731-25-000540 filed by NOVEM GROUP
    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 45,187 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,234,522.

    13F-HR 0001926783-25-000002 filed by NOVEM GROUP
    Filed (acceptance time not in the bulk data set), ingested

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