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Disclosery

NOVEM GROUP: SCHW position timeline

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

NOVEM GROUP held 7,125 SCHW 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 7,125 shares
    Change vs previous 13F -354 shares

    0.07% of the 13F portfolio, value $657,343.

    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 7,479 shares
    Change vs previous 13F -1,848 shares

    0.08% of the 13F portfolio, value $702,778.

    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 9,327 shares
    Change vs previous 13F -576 shares

    0.11% of the 13F portfolio, value $931,835.

    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 9,903 shares
    Change vs previous 13F +394 shares

    0.11% of the 13F portfolio, value $945,485.

    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 9,509 shares
    Change vs previous 13F +290 shares

    0.11% of the 13F portfolio, value $867,511.

    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 9,219 shares
    Change vs previous 13F +1,315 shares

    0.1% of the 13F portfolio, value $721,723.

    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 7,904 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $585,003.

    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).