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Disclosery

Schorn Wealth LLC: SMH position timeline

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

Schorn Wealth LLC held 42,107 SMH 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 42,107 shares
    Change vs previous 13F -751 shares

    7.22% of the 13F portfolio, value $27,617,713.

    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 42,858 shares
    Change vs previous 13F -581 shares

    4.96% of the 13F portfolio, value $16,431,870.

    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 43,439 shares
    Change vs previous 13F -1,321 shares

    4.75% of the 13F portfolio, value $15,643,553.

    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 44,760 shares
    Change vs previous 13F +898 shares

    4.47% of the 13F portfolio, value $14,607,935.

    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 43,862 shares
    Change vs previous 13F -3,018 shares

    4.05% of the 13F portfolio, value $12,232,195.

    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 46,880 shares
    Change vs previous 13F +5,239 shares

    3.27% of the 13F portfolio, value $9,913,713.

    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 41,641 shares
    Change vs previous 13F +8,134 shares

    3.27% of the 13F portfolio, value $10,084,200.

    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 33,507 shares
    Change vs previous 13F not available

    2.79% of the 13F portfolio, value $8,224,270.

    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).