SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
Position in ARM — Arm Holdings PLC /Uk
CIK 1794153
MINNEAPOLIS, MN
Position in ARM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,646,623
+$879,785 QoQ
Shares Held
4,644
-8.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#400
of 955 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ARM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC holds $7,297,592 across 5 Semiconductors names. ARM ranks #2 (22.6% of the industry book) .
All Filings in ARM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,646,623 | 4,644 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $766,838 | 5,069 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $563,930 | 5,159 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $727,117 | 5,139 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $826,329 | 5,109 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $554,667 | 5,194 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $645,049 | 5,229 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $725,632 | 5,074 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $846,569 | 5,174 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $644,823 | 5,159 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $376,777 | 5,014 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $261,926 | 4,894 | Shares | Sole | 2023-11-03 | |
| No filing history on record for this holder in this stock. | ||||||