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Northeast Financial Group, Inc.: SCHX position timeline

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

Northeast Financial Group, Inc. held 2,141,313 SCHX 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 2,141,313 shares
    Change vs previous 13F +157,752 shares

    14.61% of the 13F portfolio, value $54,913,679.

    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 1,983,561 shares
    Change vs previous 13F +57,317 shares

    13.39% of the 13F portfolio, value $53,379,259.

    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 1,926,244 shares
    Change vs previous 13F +132,327 shares

    12.63% of the 13F portfolio, value $50,738,779.

    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 1,793,917 shares
    Change vs previous 13F +60,947 shares

    13.89% of the 13F portfolio, value $43,843,370.

    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 1,732,970 shares
    Change vs previous 13F -5,614 shares

    14.27% of the 13F portfolio, value $38,263,990.

    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 1,738,584 shares
    Change vs previous 13F +1,151,915 shares

    15.39% of the 13F portfolio, value $40,300,386.

    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 586,669 shares
    Change vs previous 13F +97,878 shares

    15.32% of the 13F portfolio, value $39,805,532.

    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 488,791 shares
    Change vs previous 13F not available

    13.45% of the 13F portfolio, value $31,404,836.

    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).