Skip to content
Disclosery

Schulz Wealth, LTD.: COST position timeline

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

Schulz Wealth, LTD. held 328 COST 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 328 shares
    Change vs previous 13F -3 shares

    0.16% of the 13F portfolio, value $306,834.

    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 331 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $285,435.

    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 331 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $306,384.

    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 331 shares
    Change vs previous 13F +3 shares

    0.24% of the 13F portfolio, value $327,670.

    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 328 shares
    Change vs previous 13F -2 shares

    0.24% of the 13F portfolio, value $310,216.

    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 330 shares
    Change vs previous 13F +4 shares

    0.23% of the 13F portfolio, value $302,369.

    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 326 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $289,006.

    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).