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Schulz Wealth, LTD.: PSEP position timeline

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

Schulz Wealth, LTD. held 5,615 PSEP shares at 2025-12-31 per its 13F-HR filed 2026-02-05.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 5,615 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $245,479.

    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).

  2. period ended2025-09-30
    13F 5,615 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $241,164.

    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).

  3. period ended2025-06-30
    13F 5,615 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $229,597.

    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).

  4. period ended2025-03-31
    13F 5,615 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $215,672.

    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).

  5. period ended2024-12-31
    13F 5,615 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $219,464.

    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).

  6. period ended2024-09-30
    13F 5,615 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $216,346.

    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).