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Disclosery

Northeast Financial Group, Inc.: SCHA position timeline

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

Northeast Financial Group, Inc. held 94,042 SCHA shares at 2026-03-31 per its 13F-HR filed 2026-05-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 94,042 shares
    Change vs previous 13F +3,522 shares

    0.73% of the 13F portfolio, value $2,736,993.

    13F-HR 0001172661-26-002401 filed by Northeast Financial 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 ended2025-12-31
    13F 90,520 shares
    Change vs previous 13F +11,185 shares

    0.65% of the 13F portfolio, value $2,578,996.

    13F-HR 0001172661-26-001212 filed by Northeast Financial 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 ended2025-09-30
    13F 79,335 shares
    Change vs previous 13F -12,922 shares

    0.55% of the 13F portfolio, value $2,214,167.

    13F-HR 0001172661-25-004650 filed by Northeast Financial 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 ended2025-06-30
    13F 92,257 shares
    Change vs previous 13F -33,115 shares

    0.74% of the 13F portfolio, value $2,334,140.

    13F-HR 0001172661-25-002649 filed by Northeast Financial 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 ended2025-03-31
    13F 125,372 shares
    Change vs previous 13F +7,194 shares

    1.1% of the 13F portfolio, value $2,937,508.

    13F-HR 0001172661-25-001710 filed by Northeast Financial 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 ended2024-12-31
    13F 118,178 shares
    Change vs previous 13F +63,132 shares

    1.17% of the 13F portfolio, value $3,056,091.

    13F-HR 0001172661-25-000324 filed by Northeast Financial 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 ended2024-09-30
    13F 55,046 shares
    Change vs previous 13F +13,788 shares

    1.09% of the 13F portfolio, value $2,834,878.

    13F-HR 0001172661-24-004497 filed by Northeast Financial 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 ended2024-06-30
    13F 41,258 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $1,957,737.

    13F-HR 0001172661-24-002764 filed by Northeast Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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