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Schulz Wealth, LTD.: FSEP position timeline

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

Schulz Wealth, LTD. held 103,086 FSEP 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 103,086 shares
    Change vs previous 13F +1,033 shares

    2.93% of the 13F portfolio, value $5,677,977.

    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 102,053 shares
    Change vs previous 13F -3,890 shares

    3.37% of the 13F portfolio, value $5,261,853.

    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 105,943 shares
    Change vs previous 13F -318 shares

    3.54% of the 13F portfolio, value $5,354,359.

    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 106,261 shares
    Change vs previous 13F -1,496 shares

    3.81% of the 13F portfolio, value $5,101,431.

    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 107,757 shares
    Change vs previous 13F -6,600 shares

    3.66% of the 13F portfolio, value $4,800,574.

    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 114,357 shares
    Change vs previous 13F -3,425 shares

    4.01% of the 13F portfolio, value $5,225,623.

    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 117,782 shares
    Change vs previous 13F not available

    4.09% of the 13F portfolio, value $5,293,123.

    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).