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Northeast Financial Group, Inc.: SCHV position timeline

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

Northeast Financial Group, Inc. held 549,657 SCHV 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 549,657 shares
    Change vs previous 13F -56,763 shares

    4.46% of the 13F portfolio, value $16,769,114.

    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 606,420 shares
    Change vs previous 13F +15,821 shares

    4.51% of the 13F portfolio, value $17,957,732.

    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 590,599 shares
    Change vs previous 13F +315,104 shares

    4.28% of the 13F portfolio, value $17,193,888.

    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 275,495 shares
    Change vs previous 13F +68,303 shares

    2.42% of the 13F portfolio, value $7,622,951.

    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 207,192 shares
    Change vs previous 13F +28,553 shares

    2.05% of the 13F portfolio, value $5,507,178.

    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 178,639 shares
    Change vs previous 13F +126,441 shares

    1.78% of the 13F portfolio, value $4,657,134.

    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 52,198 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $4,195,262.

    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).