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Disclosery

Schorn Wealth LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Schorn Wealth LLC on AAPL, newest first. How the timeline and the estimate are built.

Schorn Wealth LLC held 11,938 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,938 shares
    Change vs previous 13F +52 shares

    0.9% of the 13F portfolio, value $3,454,391.

    13F-HR 0001792851-26-000004 filed by Schorn Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 11,886 shares
    Change vs previous 13F -93 shares

    0.91% of the 13F portfolio, value $3,016,449.

    13F-HR 0001792851-26-000002 filed by Schorn Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 11,979 shares
    Change vs previous 13F +80 shares

    0.99% of the 13F portfolio, value $3,256,687.

    13F-HR 0001792851-26-000001 filed by Schorn Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 11,899 shares
    Change vs previous 13F -784 shares

    0.93% of the 13F portfolio, value $3,029,762.

    13F-HR 0001792851-25-000005 filed by Schorn Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 12,683 shares
    Change vs previous 13F -2,423 shares

    0.86% of the 13F portfolio, value $2,602,272.

    13F-HR 0001792851-25-000002 filed by Schorn Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 15,106 shares
    Change vs previous 13F +592 shares

    1.11% of the 13F portfolio, value $3,355,511.

    13F-HR 0001792851-25-000001 filed by Schorn Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 14,514 shares
    Change vs previous 13F +499 shares

    1.18% of the 13F portfolio, value $3,634,590.

    13F-HR 0001767349-25-000002 filed by Schorn Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 14,015 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $3,265,400.

    13F-HR 0001792851-24-000005 filed by Schorn Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).