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Northeast Financial Group, Inc.: SCHM position timeline

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

Northeast Financial Group, Inc. held 807,726 SCHM 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 807,726 shares
    Change vs previous 13F -82,706 shares

    6.66% of the 13F portfolio, value $25,011,708.

    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 890,432 shares
    Change vs previous 13F +40,381 shares

    6.72% of the 13F portfolio, value $26,776,942.

    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 850,051 shares
    Change vs previous 13F +6,058 shares

    6.27% of the 13F portfolio, value $25,197,288.

    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 843,993 shares
    Change vs previous 13F +23,326 shares

    7.5% of the 13F portfolio, value $23,674,030.

    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 820,667 shares
    Change vs previous 13F +43,415 shares

    8.02% of the 13F portfolio, value $21,501,500.

    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 777,252 shares
    Change vs previous 13F +515,647 shares

    8.23% of the 13F portfolio, value $21,537,693.

    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 261,605 shares
    Change vs previous 13F +18,042 shares

    8.37% of the 13F portfolio, value $21,736,834.

    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 243,563 shares
    Change vs previous 13F not available

    8.12% of the 13F portfolio, value $18,956,576.

    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).