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Disclosery

Schorn Wealth LLC: IBIT position timeline

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

Schorn Wealth LLC held 9,794 IBIT 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 9,794 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $326,042.

    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 9,794 shares
    Change vs previous 13F -10,591 shares

    0.11% of the 13F portfolio, value $376,285.

    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 20,385 shares
    Change vs previous 13F -541 shares

    0.31% of the 13F portfolio, value $1,012,115.

    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 20,926 shares
    Change vs previous 13F +304 shares

    0.42% of the 13F portfolio, value $1,360,190.

    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 20,622 shares
    Change vs previous 13F +1,706 shares

    0.42% of the 13F portfolio, value $1,262,273.

    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 18,916 shares
    Change vs previous 13F +3,960 shares

    0.29% of the 13F portfolio, value $885,458.

    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 14,956 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $793,416.

    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).