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Disclosery

Schorn Wealth LLC: SHOP position timeline

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

Schorn Wealth LLC held 10,227 SHOP 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 10,227 shares
    Change vs previous 13F +440 shares

    0.31% of the 13F portfolio, value $1,167,719.

    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 9,787 shares
    Change vs previous 13F +493 shares

    0.35% of the 13F portfolio, value $1,160,934.

    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 9,294 shares
    Change vs previous 13F -236 shares

    0.45% of the 13F portfolio, value $1,496,055.

    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 9,530 shares
    Change vs previous 13F +599 shares

    0.43% of the 13F portfolio, value $1,416,253.

    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 8,931 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $1,030,191.

    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 8,931 shares
    Change vs previous 13F +3,010 shares

    0.28% of the 13F portfolio, value $852,732.

    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 5,921 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $629,580.

    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).