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Disclosery

Schulz Wealth, LTD.: VBR position timeline

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

Schulz Wealth, LTD. held 932 VBR 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 932 shares
    Change vs previous 13F +932 shares

    0.12% of the 13F portfolio, value $226,560.

    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 ended2025-09-30
    13F 0 shares
    Change vs previous 13F -1,039 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-06-30
    13F 1,039 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $202,661.

    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).