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Disclosery

Schorn Wealth LLC: SPMO position timeline

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

Schorn Wealth LLC held 42,518 SPMO shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 42,518 shares
    Change vs previous 13F -1,378 shares

    1.66% of the 13F portfolio, value $6,444,949.

    13F-HR 0001792851-26-000006 filed by Schorn Wealth LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 43,896 shares
    Change vs previous 13F -59 shares

    1.85% of the 13F portfolio, value $7,091,011.

    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).

  3. period ended2026-03-31
    13F 43,955 shares
    Change vs previous 13F +2,293 shares

    1.49% of the 13F portfolio, value $4,927,775.

    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).

  4. period ended2025-12-31
    13F 41,662 shares
    Change vs previous 13F +867 shares

    1.51% of the 13F portfolio, value $4,971,122.

    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).

  5. period ended2025-09-30
    13F 40,795 shares
    Change vs previous 13F +2,872 shares

    1.51% of the 13F portfolio, value $4,938,646.

    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).

  6. period ended2025-06-30
    13F 37,923 shares
    Change vs previous 13F -909 shares

    1.41% of the 13F portfolio, value $4,265,200.

    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).

  7. period ended2025-03-31
    13F 38,832 shares
    Change vs previous 13F +17,458 shares

    1.18% of the 13F portfolio, value $3,593,125.

    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).

  8. period ended2024-12-31
    13F 21,374 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $2,030,744.

    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).