Skip to content
Disclosery

Schulz Wealth, LTD.: VGIT position timeline

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

Schulz Wealth, LTD. held 22,877 VGIT 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 22,877 shares
    Change vs previous 13F +2,489 shares

    0.7% of the 13F portfolio, value $1,349,285.

    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 20,388 shares
    Change vs previous 13F +35 shares

    0.78% of the 13F portfolio, value $1,221,853.

    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 20,353 shares
    Change vs previous 13F +4,046 shares

    0.81% of the 13F portfolio, value $1,221,791.

    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 16,307 shares
    Change vs previous 13F +3,420 shares

    0.73% of the 13F portfolio, value $975,322.

    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 12,887 shares
    Change vs previous 13F +6,770 shares

    0.58% of the 13F portfolio, value $765,488.

    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 6,117 shares
    Change vs previous 13F -841 shares

    0.27% of the 13F portfolio, value $354,786.

    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 6,958 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $420,402.

    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).