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Disclosery

Schulz Wealth, LTD.: DFEM position timeline

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

Schulz Wealth, LTD. held 11,762 DFEM 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 11,762 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $478,008.

    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 11,762 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $389,087.

    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 11,762 shares
    Change vs previous 13F -1,910 shares

    0.25% of the 13F portfolio, value $377,207.

    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 13,672 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $405,785.

    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 13,672 shares
    Change vs previous 13F -950 shares

    0.28% of the 13F portfolio, value $361,761.

    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 14,622 shares
    Change vs previous 13F -714 shares

    0.29% of the 13F portfolio, value $382,950.

    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 15,336 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $431,708.

    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).