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Disclosery

Schorn Wealth LLC: FFLC position timeline

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

Schorn Wealth LLC held 281,873 FFLC 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 281,873 shares
    Change vs previous 13F +13,254 shares

    4.34% of the 13F portfolio, value $16,605,160.

    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 268,619 shares
    Change vs previous 13F +16,601 shares

    4.16% of the 13F portfolio, value $13,776,127.

    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 252,018 shares
    Change vs previous 13F +7,196 shares

    4.08% of the 13F portfolio, value $13,447,657.

    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 244,822 shares
    Change vs previous 13F +21,516 shares

    3.89% of the 13F portfolio, value $12,740,537.

    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 223,306 shares
    Change vs previous 13F -8,124 shares

    3.61% of the 13F portfolio, value $10,910,731.

    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 231,430 shares
    Change vs previous 13F +23,415 shares

    3.32% of the 13F portfolio, value $10,067,205.

    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 208,015 shares
    Change vs previous 13F +28,229 shares

    3.1% of the 13F portfolio, value $9,545,808.

    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 179,786 shares
    Change vs previous 13F not available

    2.79% of the 13F portfolio, value $8,209,029.

    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).