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Disclosery

Schorn Wealth LLC: IAK position timeline

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

Schorn Wealth LLC held 66,477 IAK 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 66,477 shares
    Change vs previous 13F +4,197 shares

    2.44% of the 13F portfolio, value $9,344,007.

    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 62,280 shares
    Change vs previous 13F +6,030 shares

    2.41% of the 13F portfolio, value $7,989,909.

    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 56,250 shares
    Change vs previous 13F +1,737 shares

    2.32% of the 13F portfolio, value $7,658,403.

    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 54,513 shares
    Change vs previous 13F +1,795 shares

    2.23% of the 13F portfolio, value $7,306,501.

    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 52,718 shares
    Change vs previous 13F -4,102 shares

    2.34% of the 13F portfolio, value $7,088,425.

    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 56,820 shares
    Change vs previous 13F +3,678 shares

    2.58% of the 13F portfolio, value $7,830,381.

    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 53,142 shares
    Change vs previous 13F +4,400 shares

    2.18% of the 13F portfolio, value $6,720,842.

    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 48,742 shares
    Change vs previous 13F not available

    2.13% of the 13F portfolio, value $6,290,210.

    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).