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Schorn Wealth LLC: HOOD position timeline

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

Schorn Wealth LLC held 10,024 HOOD 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 10,024 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $1,005,207.

    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 10,024 shares
    Change vs previous 13F +2,931 shares

    0.21% of the 13F portfolio, value $694,663.

    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 7,093 shares
    Change vs previous 13F -400 shares

    0.24% of the 13F portfolio, value $802,218.

    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 7,493 shares
    Change vs previous 13F -1,900 shares

    0.33% of the 13F portfolio, value $1,072,848.

    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 9,393 shares
    Change vs previous 13F +193 shares

    0.29% of the 13F portfolio, value $879,467.

    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 9,200 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $382,904.

    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 9,200 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $342,792.

    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).