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Disclosery

Schorn Wealth LLC: XMMO position timeline

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

Schorn Wealth LLC held 42,539 XMMO 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 42,539 shares
    Change vs previous 13F +192 shares

    1.89% of the 13F portfolio, value $7,237,650.

    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 42,347 shares
    Change vs previous 13F -255 shares

    1.85% of the 13F portfolio, value $6,141,150.

    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 42,602 shares
    Change vs previous 13F +560 shares

    1.79% of the 13F portfolio, value $5,898,715.

    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 42,042 shares
    Change vs previous 13F +3,316 shares

    1.74% of the 13F portfolio, value $5,685,288.

    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 38,726 shares
    Change vs previous 13F -2,661 shares

    1.65% of the 13F portfolio, value $4,981,338.

    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 41,387 shares
    Change vs previous 13F -1,217 shares

    1.55% of the 13F portfolio, value $4,708,231.

    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 42,604 shares
    Change vs previous 13F -3,282 shares

    1.71% of the 13F portfolio, value $5,262,830.

    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 45,886 shares
    Change vs previous 13F not available

    1.87% of the 13F portfolio, value $5,521,487.

    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).