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Disclosery

Schorn Wealth LLC: BRK-B position timeline

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

Schorn Wealth LLC held 428 BRK-B shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 428 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $213,123.

    13F-HR 0001792851-26-000006 filed by Schorn Wealth LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 428 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $214,167.

    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).

  3. period ended2026-03-31
    13F 428 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $205,098.

    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).

  4. period ended2025-12-31
    13F 428 shares
    Change vs previous 13F +428 shares

    0.07% of the 13F portfolio, value $215,134.

    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).

  5. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -472 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 472 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $251,378.

    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 472 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $213,948.

    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).