Schorn Wealth LLC: NLR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Schorn Wealth LLC on NLR, newest first. How the timeline and the estimate are built.
Schorn Wealth LLC held 37,198 NLR shares at 2026-06-30 per its 13F-HR filed 2026-07-31.
the latest 13F is the newest step
- period ended2026-06-3013F 37,198 sharesChange vs previous 13F +3,182 shares
1.13% of the 13F portfolio, value $4,314,180.
13F-HR 0001792851-26-000004 filed by Schorn Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 34,016 sharesChange vs previous 13F +2,355 shares
1.37% of the 13F portfolio, value $4,530,610.
13F-HR 0001792851-26-000002 filed by Schorn Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 31,661 sharesChange vs previous 13F -488 shares
1.19% of the 13F portfolio, value $3,932,325.
13F-HR 0001792851-26-000001 filed by Schorn Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 32,149 sharesChange vs previous 13F +998 shares
1.33% of the 13F portfolio, value $4,360,968.
13F-HR 0001792851-25-000005 filed by Schorn Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 31,151 sharesChange vs previous 13F -2,810 shares
1.15% of the 13F portfolio, value $3,463,358.
13F-HR 0001792851-25-000002 filed by Schorn Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 33,961 sharesChange vs previous 13F +4,198 shares
0.82% of the 13F portfolio, value $2,488,313.
13F-HR 0001792851-25-000001 filed by Schorn Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 29,763 sharesChange vs previous 13F +3,841 shares
0.79% of the 13F portfolio, value $2,420,912.
13F-HR 0001767349-25-000002 filed by Schorn Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 25,922 sharesChange vs previous 13F not available
0.74% of the 13F portfolio, value $2,165,783.
13F-HR 0001792851-24-000005 filed by Schorn Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).