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Disclosery

Schorn Wealth LLC: SPDW position timeline

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

Schorn Wealth LLC held 4,887 SPDW 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 4,887 shares
    Change vs previous 13F +15 shares

    0.06% of the 13F portfolio, value $246,253.

    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 4,872 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $222,404.

    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 4,872 shares
    Change vs previous 13F +18 shares

    0.07% of the 13F portfolio, value $216,362.

    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 4,854 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $207,689.

    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).