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Disclosery

Schulz Wealth, LTD.: MSFT position timeline

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

Schulz Wealth, LTD. held 1,131 MSFT 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 1,131 shares
    Change vs previous 13F +476 shares

    0.22% of the 13F portfolio, value $422,009.

    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 655 shares
    Change vs previous 13F +4 shares

    0.2% of the 13F portfolio, value $316,818.

    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 651 shares
    Change vs previous 13F +100 shares

    0.22% of the 13F portfolio, value $337,185.

    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 551 shares
    Change vs previous 13F +2 shares

    0.2% of the 13F portfolio, value $274,073.

    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 549 shares
    Change vs previous 13F -17 shares

    0.16% of the 13F portfolio, value $206,089.

    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 566 shares
    Change vs previous 13F +39 shares

    0.18% of the 13F portfolio, value $238,569.

    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 527 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $226,768.

    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).