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Disclosery

Schorn Wealth LLC: XLC position timeline

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

Schorn Wealth LLC held 19,934 XLC 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 19,934 shares
    Change vs previous 13F +1,215 shares

    0.56% of the 13F portfolio, value $2,135,546.

    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 18,719 shares
    Change vs previous 13F +1,070 shares

    0.63% of the 13F portfolio, value $2,075,170.

    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 17,649 shares
    Change vs previous 13F +308 shares

    0.63% of the 13F portfolio, value $2,077,606.

    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 17,341 shares
    Change vs previous 13F +765 shares

    0.63% of the 13F portfolio, value $2,052,657.

    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 16,576 shares
    Change vs previous 13F -663 shares

    0.6% of the 13F portfolio, value $1,798,993.

    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 17,239 shares
    Change vs previous 13F +7,437 shares

    0.55% of the 13F portfolio, value $1,662,702.

    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 9,802 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $948,932.

    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).