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Disclosery

Schulz Wealth, LTD.: VGSH position timeline

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

Schulz Wealth, LTD. held 61,505 VGSH 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 61,505 shares
    Change vs previous 13F +14,662 shares

    1.85% of the 13F portfolio, value $3,579,591.

    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 46,843 shares
    Change vs previous 13F -781 shares

    1.76% of the 13F portfolio, value $2,751,089.

    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 47,624 shares
    Change vs previous 13F +5,174 shares

    1.85% of the 13F portfolio, value $2,802,672.

    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 42,450 shares
    Change vs previous 13F +7,907 shares

    1.87% of the 13F portfolio, value $2,495,211.

    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 34,543 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $2,027,329.

    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).