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Disclosery

Schulz Wealth, LTD.: IWF position timeline

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

Schulz Wealth, LTD. held 4,404 IWF 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 4,404 shares
    Change vs previous 13F +3,303 shares

    0.28% of the 13F portfolio, value $546,877.

    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 1,101 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $521,225.

    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 1,101 shares
    Change vs previous 13F +77 shares

    0.34% of the 13F portfolio, value $515,840.

    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 1,024 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $434,879.

    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).