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Schulz Wealth, LTD.: DFCF position timeline

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

Schulz Wealth, LTD. held 87,540 DFCF 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 87,540 shares
    Change vs previous 13F +7,004 shares

    1.91% of the 13F portfolio, value $3,695,063.

    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 80,536 shares
    Change vs previous 13F +10,947 shares

    2.2% of the 13F portfolio, value $3,427,612.

    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 69,589 shares
    Change vs previous 13F +31,070 shares

    1.97% of the 13F portfolio, value $2,975,626.

    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 38,519 shares
    Change vs previous 13F +21,873 shares

    1.22% of the 13F portfolio, value $1,627,813.

    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 16,646 shares
    Change vs previous 13F +1,692 shares

    0.53% of the 13F portfolio, value $700,131.

    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 14,954 shares
    Change vs previous 13F -5,929 shares

    0.47% of the 13F portfolio, value $617,152.

    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 20,883 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $901,937.

    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).