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Disclosery

Schorn Wealth LLC: SPY position timeline

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

Schorn Wealth LLC held 3,878 SPY 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 3,878 shares
    Change vs previous 13F -4,697 shares

    0.76% of the 13F portfolio, value $2,895,932.

    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 8,575 shares
    Change vs previous 13F -858 shares

    1.68% of the 13F portfolio, value $5,576,570.

    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 9,433 shares
    Change vs previous 13F -72 shares

    1.95% of the 13F portfolio, value $6,432,316.

    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 9,505 shares
    Change vs previous 13F 0 shares

    1.94% of the 13F portfolio, value $6,332,067.

    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 9,505 shares
    Change vs previous 13F -230 shares

    1.94% of the 13F portfolio, value $5,872,719.

    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 9,735 shares
    Change vs previous 13F -885 shares

    1.79% of the 13F portfolio, value $5,445,506.

    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 10,620 shares
    Change vs previous 13F -1,253 shares

    2.02% of the 13F portfolio, value $6,223,892.

    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 11,873 shares
    Change vs previous 13F not available

    2.31% of the 13F portfolio, value $6,812,500.

    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).