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Disclosery

Schorn Wealth LLC: VTIP position timeline

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

Schorn Wealth LLC held 506,031 VTIP 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 506,031 shares
    Change vs previous 13F -53 shares

    6.65% of the 13F portfolio, value $25,417,959.

    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 506,084 shares
    Change vs previous 13F +3,585 shares

    7.63% of the 13F portfolio, value $25,278,919.

    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 502,499 shares
    Change vs previous 13F +6,300 shares

    7.54% of the 13F portfolio, value $24,853,595.

    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 496,199 shares
    Change vs previous 13F -5,774 shares

    7.68% of the 13F portfolio, value $25,122,541.

    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 501,973 shares
    Change vs previous 13F -62,826 shares

    8.35% of the 13F portfolio, value $25,234,179.

    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 564,799 shares
    Change vs previous 13F +12,922 shares

    9.29% of the 13F portfolio, value $28,183,487.

    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 551,877 shares
    Change vs previous 13F +16,724 shares

    8.68% of the 13F portfolio, value $26,721,900.

    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 535,153 shares
    Change vs previous 13F not available

    8.96% of the 13F portfolio, value $26,388,405.

    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).