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Northeast Financial Group, Inc.: SCHG position timeline

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

Northeast Financial Group, Inc. held 752,372 SCHG 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 752,372 shares
    Change vs previous 13F +17,573 shares

    5.83% of the 13F portfolio, value $21,924,066.

    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 734,799 shares
    Change vs previous 13F +15,537 shares

    6.01% of the 13F portfolio, value $23,970,793.

    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 719,262 shares
    Change vs previous 13F +202,252 shares

    5.72% of the 13F portfolio, value $22,953,036.

    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 517,010 shares
    Change vs previous 13F +54,410 shares

    4.79% of the 13F portfolio, value $15,101,904.

    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 462,600 shares
    Change vs previous 13F +35,294 shares

    4.32% of the 13F portfolio, value $11,583,527.

    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 427,306 shares
    Change vs previous 13F +303,366 shares

    4.55% of the 13F portfolio, value $11,909,022.

    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 123,940 shares
    Change vs previous 13F +12,799 shares

    4.97% of the 13F portfolio, value $12,912,251.

    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 111,141 shares
    Change vs previous 13F not available

    4.8% of the 13F portfolio, value $11,207,533.

    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).