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Schorn Wealth LLC: VRIG position timeline

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

Schorn Wealth LLC held 1,001,872 VRIG 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 1,001,872 shares
    Change vs previous 13F +12,085 shares

    6.57% of the 13F portfolio, value $25,116,926.

    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 989,787 shares
    Change vs previous 13F +11,851 shares

    7.48% of the 13F portfolio, value $24,779,312.

    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 977,936 shares
    Change vs previous 13F +13,816 shares

    7.45% of the 13F portfolio, value $24,546,201.

    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 964,120 shares
    Change vs previous 13F -5,781 shares

    7.4% of the 13F portfolio, value $24,199,410.

    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 969,901 shares
    Change vs previous 13F -111,022 shares

    8.04% of the 13F portfolio, value $24,296,030.

    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 1,080,923 shares
    Change vs previous 13F +31,519 shares

    8.93% of the 13F portfolio, value $27,109,540.

    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 1,049,404 shares
    Change vs previous 13F +21,617 shares

    8.56% of the 13F portfolio, value $26,355,789.

    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 1,027,787 shares
    Change vs previous 13F not available

    8.75% of the 13F portfolio, value $25,782,036.

    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).