Schorn Wealth LLC: INV position timeline

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

Schorn Wealth LLC held 22,000 INV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

period ended2026-06-30
13F 22,000 shares
Change vs previous 13F not available
0.03% of the 13F portfolio, value $111,540.
13F-HR 0001792851-26-000004 filed by Schorn Wealth LLC
Filed 2026-07-31 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).