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Schulz Wealth, LTD.: VUG position timeline

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

Schulz Wealth, LTD. held 4,392 VUG 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 4,392 shares
    Change vs previous 13F +3,660 shares

    0.2% of the 13F portfolio, value $378,327.

    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 732 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $357,114.

    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 732 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $351,075.

    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 732 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $320,909.

    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 732 shares
    Change vs previous 13F -5 shares

    0.21% of the 13F portfolio, value $271,440.

    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 737 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $302,494.

    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).