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Disclosery

Schulz Wealth, LTD.: VUSB position timeline

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

Schulz Wealth, LTD. held 174,683 VUSB 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 174,683 shares
    Change vs previous 13F -2,792 shares

    4.49% of the 13F portfolio, value $8,695,720.

    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 177,475 shares
    Change vs previous 13F +7,816 shares

    5.67% of the 13F portfolio, value $8,845,354.

    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 169,659 shares
    Change vs previous 13F +2,141 shares

    5.61% of the 13F portfolio, value $8,482,102.

    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 167,518 shares
    Change vs previous 13F -1,325 shares

    6.24% of the 13F portfolio, value $8,353,285.

    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 168,843 shares
    Change vs previous 13F -16,900 shares

    6.42% of the 13F portfolio, value $8,417,668.

    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 185,743 shares
    Change vs previous 13F -12,339 shares

    7.08% of the 13F portfolio, value $9,216,568.

    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 198,082 shares
    Change vs previous 13F not available

    7.65% of the 13F portfolio, value $9,892,215.

    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).