SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

Position in ALSN — Allison Transmission Holdings Inc

CIK 1794153 MINNEAPOLIS, MN

Position in ALSN

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,555,699

-$110,884 QoQ

Shares Held

13,799

-3.1% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

#230

of 563 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC holds $2,348,292 across 2 Auto Parts names. ALSN ranks #1 (66.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	ALSN	Allison Transmission Holdings Inc This page	13,799	$1,555,699
2	AZO	Autozone Inc	248	$792,593

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,555,699	13,799	-3.1%	Shares	Sole	2026-08-07
2026-03-31	$1,666,583	14,237	-5.8%	Shares	Sole	2026-05-08
2025-12-31	$1,479,954	15,117	+1.0%	Shares	Sole	2026-02-09
2025-09-30	$1,270,823	14,972	0.0%	Shares	Sole	2025-11-07
2025-06-30	$1,422,190	14,972	+0.0%	Shares	Sole	2025-08-08
2025-03-31	$1,431,892	14,967	-11.7%	Shares	Sole	2025-05-02
2024-12-31	$1,832,373	16,957	+0.1%	Shares	Sole	2025-02-07
2024-09-30	$1,628,098	16,947	0.0%	Shares	Sole	2024-11-08
2024-06-30	$1,286,277	16,947	-2.5%	Shares	Sole	2024-08-02
2024-03-31	$1,410,398	17,378	+0.1%	Shares	Sole	2024-05-03
2023-12-31	$1,009,018	17,352	+4.2%	Shares	Sole	2024-02-05
2023-09-30	$983,467	16,652	+3.7%	Shares	Sole	2023-11-03
2023-06-30	$906,295	16,052	0.0%	Shares	Sole	2023-08-11
2023-03-31	$726,192	16,052	+23.2%	Shares	Sole	2023-04-27
2022-12-31	$541,964	13,028	+29.9%	Shares	Sole	2023-02-09
2022-09-30	$338,545	10,028	+0.6%	Shares	Sole	2022-11-04
2022-06-30	$383,192	9,966	+15.1%	Shares	Sole	2022-08-09
2022-03-31	$339,834	8,656	—	Shares	Sole	2022-05-11
No filing history on record for this holder in this stock.