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Disclosery

Schulz Wealth, LTD.: VTI position timeline

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

Schulz Wealth, LTD. held 902 VTI 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 902 shares
    Change vs previous 13F +122 shares

    0.17% of the 13F portfolio, value $333,908.

    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 780 shares
    Change vs previous 13F -58 shares

    0.17% of the 13F portfolio, value $261,512.

    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 838 shares
    Change vs previous 13F -19 shares

    0.18% of the 13F portfolio, value $274,916.

    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 857 shares
    Change vs previous 13F -1 shares

    0.19% of the 13F portfolio, value $260,616.

    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 858 shares
    Change vs previous 13F +36 shares

    0.18% of the 13F portfolio, value $235,844.

    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 822 shares
    Change vs previous 13F -5 shares

    0.18% of the 13F portfolio, value $238,088.

    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 827 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $234,202.

    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).