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Disclosery

Schorn Wealth LLC: FFEB position timeline

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

Schorn Wealth LLC held 497,888 FFEB 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 497,888 shares
    Change vs previous 13F -6,124 shares

    7.94% of the 13F portfolio, value $30,361,210.

    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 504,012 shares
    Change vs previous 13F +1,960 shares

    8.5% of the 13F portfolio, value $28,149,121.

    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 502,052 shares
    Change vs previous 13F -3,256 shares

    8.63% of the 13F portfolio, value $28,426,184.

    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 505,308 shares
    Change vs previous 13F -16,704 shares

    8.52% of the 13F portfolio, value $27,865,212.

    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 522,012 shares
    Change vs previous 13F -66,898 shares

    9.05% of the 13F portfolio, value $27,359,066.

    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 588,910 shares
    Change vs previous 13F +8,459 shares

    9.47% of the 13F portfolio, value $28,732,919.

    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 580,451 shares
    Change vs previous 13F -1,132 shares

    9.38% of the 13F portfolio, value $28,889,046.

    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 581,583 shares
    Change vs previous 13F not available

    9.58% of the 13F portfolio, value $28,241,670.

    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).