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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

  1. period ended2026-06-30
    13F 37,198 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 34,016 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 31,661 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 32,149 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 31,151 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 33,961 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 29,763 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 25,922 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).