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Schulz Wealth, LTD.: GSEP position timeline

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

Schulz Wealth, LTD. held 95,087 GSEP 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 95,087 shares
    Change vs previous 13F -1,693 shares

    2.01% of the 13F portfolio, value $3,894,764.

    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 96,780 shares
    Change vs previous 13F -2,985 shares

    2.4% of the 13F portfolio, value $3,749,257.

    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 99,765 shares
    Change vs previous 13F -1,255 shares

    2.51% of the 13F portfolio, value $3,799,051.

    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 101,020 shares
    Change vs previous 13F -840 shares

    2.77% of the 13F portfolio, value $3,704,363.

    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 101,860 shares
    Change vs previous 13F 0 shares

    2.68% of the 13F portfolio, value $3,517,735.

    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 101,860 shares
    Change vs previous 13F 0 shares

    2.74% of the 13F portfolio, value $3,569,174.

    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 101,860 shares
    Change vs previous 13F not available

    2.72% of the 13F portfolio, value $3,522,319.

    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).