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Disclosery

Schorn Wealth LLC: EQWL position timeline

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

Schorn Wealth LLC held 138,770 EQWL 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 138,770 shares
    Change vs previous 13F +3,220 shares

    4.68% of the 13F portfolio, value $17,904,090.

    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 135,550 shares
    Change vs previous 13F -991 shares

    4.72% of the 13F portfolio, value $15,620,736.

    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 136,541 shares
    Change vs previous 13F -1,359 shares

    4.9% of the 13F portfolio, value $16,133,678.

    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 137,900 shares
    Change vs previous 13F -2,613 shares

    4.83% of the 13F portfolio, value $15,814,409.

    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 140,513 shares
    Change vs previous 13F -17,296 shares

    5.11% of the 13F portfolio, value $15,452,233.

    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 157,809 shares
    Change vs previous 13F -15,417 shares

    5.36% of the 13F portfolio, value $16,268,513.

    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 173,226 shares
    Change vs previous 13F -18,555 shares

    5.75% of the 13F portfolio, value $17,717,563.

    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 191,781 shares
    Change vs previous 13F not available

    6.66% of the 13F portfolio, value $19,623,048.

    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).