Loading…
CIK 0001792851 • 5 13F filings • Apr 11, 2025 – Apr 27, 2026
Import this data to Google Sheets with:
=jivedata("schorn-wealth-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0001792851-25-000005 |
| $327.1M |
| View |
| Jul 31, 2026 | Q2 2026 | 13F-HR | 0001792851-26-000004 | $382.3M | View |
| Jul 30, 2025 | Q2 2025 | 13F-HR | 0001792851-25-000002 | $302.3M | View |
| Apr 27, 2026 | Q1 2026 | 13F-HR | 0001792851-26-000002 | $331.1M | View |
| Apr 11, 2025 | Q1 2025 | 13F-HR | 0001792851-25-000001 | $303.5M | View |