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Disclosery

Schulz Wealth, LTD.: FDEC position timeline

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

Schulz Wealth, LTD. held 148,313 FDEC 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 148,313 shares
    Change vs previous 13F -1 shares

    4.17% of the 13F portfolio, value $8,078,209.

    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 148,314 shares
    Change vs previous 13F -2,208 shares

    4.86% of the 13F portfolio, value $7,591,126.

    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 150,522 shares
    Change vs previous 13F -2,992 shares

    4.9% of the 13F portfolio, value $7,411,703.

    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 153,514 shares
    Change vs previous 13F -3,977 shares

    5.36% of the 13F portfolio, value $7,163,961.

    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 157,491 shares
    Change vs previous 13F -1,473 shares

    5.21% of the 13F portfolio, value $6,835,771.

    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 158,964 shares
    Change vs previous 13F 0 shares

    5.44% of the 13F portfolio, value $7,085,821.

    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 158,964 shares
    Change vs previous 13F not available

    5.38% of the 13F portfolio, value $6,959,587.

    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).