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Disclosery

Schulz Wealth, LTD.: SPYM position timeline

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

Schulz Wealth, LTD. held 4,127 SPYM 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 4,127 shares
    Change vs previous 13F +17 shares

    0.19% of the 13F portfolio, value $362,660.

    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 4,110 shares
    Change vs previous 13F +23 shares

    0.21% of the 13F portfolio, value $329,681.

    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 4,087 shares
    Change vs previous 13F +6 shares

    0.21% of the 13F portfolio, value $320,166.

    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 4,081 shares
    Change vs previous 13F -14 shares

    0.22% of the 13F portfolio, value $296,678.

    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 4,095 shares
    Change vs previous 13F +65 shares

    0.21% of the 13F portfolio, value $269,285.

    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 4,030 shares
    Change vs previous 13F +10 shares

    0.21% of the 13F portfolio, value $277,824.

    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 4,020 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $271,395.

    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).