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Disclosery

NSI Retail Advisors, LLC: SCHD position timeline

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

NSI Retail Advisors, LLC held 0 SCHD shares at 2024-09-30 per its 13F-HR filed 2024-11-14.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F -9,382 shares

    13F-HR 0001866574-24-000006 filed by NSI Retail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-06-30
    13F 9,382 shares
    Change vs previous 13F -1,000 shares

    0.13% of the 13F portfolio, value $730,000.

    13F-HR 0001866574-24-000005 filed by NSI Retail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 10,382 shares
    Change vs previous 13F -1,800 shares

    0.13% of the 13F portfolio, value $837,000.

    13F-HR 0001866574-24-000004 filed by NSI Retail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 12,182 shares
    Change vs previous 13F -1,400 shares

    0.15% of the 13F portfolio, value $927,000.

    13F-HR 0001866574-24-000001 filed by NSI Retail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 13,582 shares
    Change vs previous 13F -1,100 shares

    0.2% of the 13F portfolio, value $961,000.

    13F-HR 0001863523-23-000005 filed by NSI Retail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 14,682 shares
    Change vs previous 13F -100 shares

    0.18% of the 13F portfolio, value $1,066,000.

    13F-HR 0001866574-23-000003 filed by NSI Retail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 14,782 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,081,000.

    13F-HR 0001866574-23-000002 filed by NSI Retail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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