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Disclosery

Schorn Wealth LLC: XLK position timeline

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

Schorn Wealth LLC held 113,248 XLK shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 113,248 shares
    Change vs previous 13F +2,439 shares

    5.7% of the 13F portfolio, value $22,168,284.

    13F-HR 0001792851-26-000006 filed by Schorn Wealth LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 110,809 shares
    Change vs previous 13F +1,027 shares

    5.52% of the 13F portfolio, value $21,111,395.

    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).

  3. period ended2026-03-31
    13F 109,782 shares
    Change vs previous 13F +8,715 shares

    4.41% of the 13F portfolio, value $14,589,972.

    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).

  4. period ended2025-12-31
    13F 101,067 shares
    Change vs previous 13F +49,814 shares

    4.42% of the 13F portfolio, value $14,550,592.

    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).

  5. period ended2025-09-30
    13F 51,253 shares
    Change vs previous 13F -284 shares

    4.42% of the 13F portfolio, value $14,446,176.

    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).

  6. period ended2025-06-30
    13F 51,537 shares
    Change vs previous 13F -4,270 shares

    4.32% of the 13F portfolio, value $13,050,663.

    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).

  7. period ended2025-03-31
    13F 55,807 shares
    Change vs previous 13F +576 shares

    3.8% of the 13F portfolio, value $11,523,034.

    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).

  8. period ended2024-12-31
    13F 55,231 shares
    Change vs previous 13F not available

    4.17% of the 13F portfolio, value $12,842,232.

    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).