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Disclosery

Northeast Financial Group, Inc.: SCHD position timeline

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

Northeast Financial Group, Inc. held 258,864 SCHD 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 258,864 shares
    Change vs previous 13F -24,812 shares

    2.12% of the 13F portfolio, value $7,951,504.

    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 283,676 shares
    Change vs previous 13F +14,069 shares

    1.95% of the 13F portfolio, value $7,782,777.

    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 269,607 shares
    Change vs previous 13F -249,134 shares

    1.83% of the 13F portfolio, value $7,361,700.

    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 518,741 shares
    Change vs previous 13F +77,752 shares

    4.36% of the 13F portfolio, value $13,746,664.

    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 440,989 shares
    Change vs previous 13F -39,465 shares

    4.6% of the 13F portfolio, value $12,330,093.

    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 480,454 shares
    Change vs previous 13F +309,726 shares

    5.01% of the 13F portfolio, value $13,126,046.

    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 170,728 shares
    Change vs previous 13F -23,953 shares

    5.56% of the 13F portfolio, value $14,431,694.

    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 194,681 shares
    Change vs previous 13F not available

    6.49% of the 13F portfolio, value $15,138,492.

    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).