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Disclosery

Schulz Wealth, LTD.: BUFR position timeline

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

Schulz Wealth, LTD. held 342,573 BUFR shares at 2026-06-30 per its 13F-HR filed 2026-08-26.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 342,573 shares
    Change vs previous 13F +17,384 shares

    6.46% of the 13F portfolio, value $12,514,192.

    13F-HR 0002011780-26-000002 filed by Schulz Wealth, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 325,189 shares
    Change vs previous 13F -25,088 shares

    7.14% of the 13F portfolio, value $11,140,975.

    13F-HR 0002011780-26-000001 filed by Schulz Wealth, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 350,277 shares
    Change vs previous 13F +38,136 shares

    7.74% of the 13F portfolio, value $11,706,257.

    13F-HR 0002011780-25-000005 filed by Schulz Wealth, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 312,141 shares
    Change vs previous 13F +14,960 shares

    7.42% of the 13F portfolio, value $9,926,084.

    13F-HR 0002011780-25-000004 filed by Schulz Wealth, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 297,181 shares
    Change vs previous 13F -16,137 shares

    6.73% of the 13F portfolio, value $8,823,304.

    13F-HR 0002011780-25-000002 filed by Schulz Wealth, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 313,318 shares
    Change vs previous 13F -14,610 shares

    7.33% of the 13F portfolio, value $9,546,799.

    13F-HR 0002011780-25-000001 filed by Schulz Wealth, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 327,928 shares
    Change vs previous 13F not available

    7.58% of the 13F portfolio, value $9,801,768.

    13F-HR 0002011780-24-000005 filed by Schulz Wealth, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).