Filer · Institutional
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORSLLC
CIK 0001794153TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 12
Q1 202613F-HR
0001794153-26-000003 · filed 2026-05-08
173
positions
Q4 202513F-HR
0001794153-26-000002 · filed 2026-02-09
169
positions
Q3 202513F-HR
0001794153-25-000003 · filed 2025-11-07
162
positions
Q2 202513F-HR
0001085146-25-004703 · filed 2025-08-08
160
positions
Q1 202513F-HR
0001085146-25-002535 · filed 2025-05-02
156
positions
Q4 202413F-HR
0001085146-25-000895 · filed 2025-02-07
157
positions
Q3 202413F-HR
0001085146-24-005454 · filed 2024-11-08
150
positions
Q2 202413F-HR
0001085146-24-003447 · filed 2024-08-02
143
positions
Q1 202413F-HR
0001085146-24-002214 · filed 2024-05-03
145
positions
Q4 202313F-HR
0001085146-24-000698 · filed 2024-02-05
144
positions
Q3 202313F-HR
0001085146-23-004075 · filed 2023-11-03
138
positions
Q2 202313F-HR
0001085146-23-003255 · filed 2023-08-11
138
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.