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Disclosery

Schorn Wealth LLC: XLV position timeline

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

Schorn Wealth LLC held 1,256 XLV 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 1,256 shares
    Change vs previous 13F -53 shares

    0.05% of the 13F portfolio, value $211,534.

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

  2. period ended2026-06-30
    13F 1,309 shares
    Change vs previous 13F -90 shares

    0.05% of the 13F portfolio, value $207,692.

    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 1,399 shares
    Change vs previous 13F -128 shares

    0.06% of the 13F portfolio, value $205,039.

    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 1,527 shares
    Change vs previous 13F -68 shares

    0.07% of the 13F portfolio, value $236,360.

    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 1,595 shares
    Change vs previous 13F -524 shares

    0.07% of the 13F portfolio, value $222,035.

    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 2,119 shares
    Change vs previous 13F -530 shares

    0.09% of the 13F portfolio, value $285,573.

    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 2,649 shares
    Change vs previous 13F -2,905 shares

    0.13% of the 13F portfolio, value $386,814.

    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 5,554 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $764,132.

    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).