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Disclosery

Schorn Wealth LLC: OUSM position timeline

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

Schorn Wealth LLC held 24,046 OUSM 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 24,046 shares
    Change vs previous 13F -928 shares

    0.3% of the 13F portfolio, value $1,142,644.

    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 24,974 shares
    Change vs previous 13F -1,078 shares

    0.33% of the 13F portfolio, value $1,092,374.

    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 26,052 shares
    Change vs previous 13F -3,001 shares

    0.35% of the 13F portfolio, value $1,139,494.

    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 29,053 shares
    Change vs previous 13F -3,977 shares

    0.4% of the 13F portfolio, value $1,301,558.

    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 33,030 shares
    Change vs previous 13F -6,813 shares

    0.47% of the 13F portfolio, value $1,427,242.

    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 39,843 shares
    Change vs previous 13F -6,643 shares

    0.55% of the 13F portfolio, value $1,674,221.

    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 46,486 shares
    Change vs previous 13F -3,041 shares

    0.66% of the 13F portfolio, value $2,032,354.

    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 49,527 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $2,232,188.

    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).