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Disclosery

Schorn Wealth LLC: DBEF position timeline

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

Schorn Wealth LLC held 135,091 DBEF 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 135,091 shares
    Change vs previous 13F +4,961 shares

    1.93% of the 13F portfolio, value $7,380,032.

    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 130,130 shares
    Change vs previous 13F +6,351 shares

    1.94% of the 13F portfolio, value $6,428,446.

    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 123,779 shares
    Change vs previous 13F +3,704 shares

    1.81% of the 13F portfolio, value $5,955,031.

    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 120,075 shares
    Change vs previous 13F +9,260 shares

    1.7% of the 13F portfolio, value $5,573,882.

    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 110,815 shares
    Change vs previous 13F -1,515 shares

    1.6% of the 13F portfolio, value $4,848,156.

    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 112,330 shares
    Change vs previous 13F +52,076 shares

    1.6% of the 13F portfolio, value $4,863,889.

    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 60,254 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $2,494,516.

    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).