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Disclosery

Northeast Financial Group, Inc.: SCHZ position timeline

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

Northeast Financial Group, Inc. held 290,058 SCHZ 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 290,058 shares
    Change vs previous 13F +37,141 shares

    1.79% of the 13F portfolio, value $6,737,549.

    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 252,917 shares
    Change vs previous 13F +4,244 shares

    1.48% of the 13F portfolio, value $5,911,091.

    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 248,673 shares
    Change vs previous 13F +18,803 shares

    1.45% of the 13F portfolio, value $5,836,785.

    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 229,870 shares
    Change vs previous 13F +1,580 shares

    1.69% of the 13F portfolio, value $5,342,202.

    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 228,290 shares
    Change vs previous 13F +7,197 shares

    1.97% of the 13F portfolio, value $5,287,231.

    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 221,093 shares
    Change vs previous 13F +116,719 shares

    1.92% of the 13F portfolio, value $5,018,838.

    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 104,374 shares
    Change vs previous 13F -6,438 shares

    1.91% of the 13F portfolio, value $4,959,921.

    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 110,812 shares
    Change vs previous 13F not available

    2.16% of the 13F portfolio, value $5,050,874.

    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).