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Disclosery

Schulz Wealth, LTD.: DFAC position timeline

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

Schulz Wealth, LTD. held 953,100 DFAC 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 953,100 shares
    Change vs previous 13F +54,028 shares

    21.83% of the 13F portfolio, value $42,279,519.

    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 899,072 shares
    Change vs previous 13F +24,161 shares

    22.81% of the 13F portfolio, value $35,594,264.

    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 874,911 shares
    Change vs previous 13F +79,177 shares

    22.31% of the 13F portfolio, value $33,745,317.

    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 795,734 shares
    Change vs previous 13F +60,636 shares

    21.32% of the 13F portfolio, value $28,519,107.

    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 735,098 shares
    Change vs previous 13F +25,355 shares

    18.49% of the 13F portfolio, value $24,250,883.

    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 709,743 shares
    Change vs previous 13F +4,909 shares

    18.85% of the 13F portfolio, value $24,550,010.

    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 704,834 shares
    Change vs previous 13F not available

    18.69% of the 13F portfolio, value $24,168,758.

    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).