Skip to content
Disclosery

Schorn Wealth LLC: TRPA position timeline

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

Schorn Wealth LLC held 641,399 TRPA 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 641,399 shares
    Change vs previous 13F +5,245 shares

    6.52% of the 13F portfolio, value $24,923,724.

    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 636,154 shares
    Change vs previous 13F +9,541 shares

    7.45% of the 13F portfolio, value $24,651,080.

    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 626,613 shares
    Change vs previous 13F +8,194 shares

    7.4% of the 13F portfolio, value $24,381,511.

    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 618,419 shares
    Change vs previous 13F -4,078 shares

    7.35% of the 13F portfolio, value $24,050,693.

    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 622,497 shares
    Change vs previous 13F -67,998 shares

    8.01% of the 13F portfolio, value $24,202,677.

    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 690,495 shares
    Change vs previous 13F +20,075 shares

    8.84% of the 13F portfolio, value $26,822,264.

    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 670,420 shares
    Change vs previous 13F +18,011 shares

    8.48% of the 13F portfolio, value $26,102,788.

    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 652,409 shares
    Change vs previous 13F not available

    8.63% of the 13F portfolio, value $25,430,884.

    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).