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Disclosery

Schorn Wealth LLC: OEF position timeline

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

Schorn Wealth LLC held 36,274 OEF 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 36,274 shares
    Change vs previous 13F +1,347 shares

    3.47% of the 13F portfolio, value $13,271,659.

    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 34,927 shares
    Change vs previous 13F +1,515 shares

    3.36% of the 13F portfolio, value $11,109,178.

    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 33,412 shares
    Change vs previous 13F +360 shares

    3.48% of the 13F portfolio, value $11,459,272.

    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 33,052 shares
    Change vs previous 13F +2,626 shares

    3.36% of the 13F portfolio, value $11,001,106.

    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 30,426 shares
    Change vs previous 13F -1,935 shares

    3.06% of the 13F portfolio, value $9,260,031.

    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 32,361 shares
    Change vs previous 13F -872 shares

    2.89% of the 13F portfolio, value $8,764,327.

    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 33,233 shares
    Change vs previous 13F -518 shares

    3.12% of the 13F portfolio, value $9,599,325.

    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 33,751 shares
    Change vs previous 13F not available

    3.17% of the 13F portfolio, value $9,341,031.

    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).