Higgins & Schmidt Wealth Strategies LLC
Holdings in DC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $299,540 | 52,736 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $239,948 | 52,736 | Shares | Sole | 2025-10-15 |
| 2025-06-30 | $194,595 | 52,736 | Shares | Sole | 2025-07-03 |
| 2025-03-31 | $139,750 | 52,736 | Shares | Sole | 2025-04-21 |
| 2024-12-31 | $55,332 | 25,151 | Shares | Sole | 2025-03-25 |
| 2024-09-30 | $59,356 | 25,151 | Shares | Sole | 2025-03-25 |
| 2024-06-30 | $64,135 | 25,151 | Shares | Sole | 2025-03-25 |
| 2024-03-31 | $59,607 | 25,151 | Shares | Sole | 2025-03-25 |