Schulz Wealth, LTD.: VFMO position timeline

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

Schulz Wealth, LTD. held 0 VFMO shares at 2025-06-30 per its 13F-HR filed 2025-07-07.

the latest 13F is the newest step

period ended2025-06-30
13F 0 shares
Change vs previous 13F -86,511 shares
13F-HR 0002011780-25-000004 filed by Schulz Wealth, LTD.
Filed 2025-07-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2025-03-31
13F 86,511 shares
Change vs previous 13F +913 shares
10.01% of the 13F portfolio, value $13,124,565.
13F-HR 0002011780-25-000002 filed by Schulz Wealth, LTD.
Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 85,598 shares
Change vs previous 13F +1,165 shares
10.81% of the 13F portfolio, value $14,069,683.
13F-HR 0002011780-25-000001 filed by Schulz Wealth, LTD.
Filed 2025-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 84,433 shares
Change vs previous 13F not available
10.51% of the 13F portfolio, value $13,589,492.
13F-HR 0002011780-24-000005 filed by Schulz Wealth, LTD.
Filed 2024-10-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).