SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
Holdings in DLY
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,055,487 | 72,592 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $1,021,715 | 67,753 | Shares | Sole | 2025-11-07 |
| 2025-06-30 | $1,050,111 | 67,358 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $1,058,092 | 65,720 | Shares | Sole | 2025-05-02 |
| 2024-12-31 | $984,815 | 62,212 | Shares | Sole | 2025-02-07 |
| 2024-09-30 | $822,946 | 49,605 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $781,583 | 49,530 | Shares | Sole | 2024-08-02 |
| 2024-03-31 | $728,282 | 45,689 | Shares | Sole | 2024-05-03 |
| 2023-12-31 | $637,566 | 42,876 | Shares | Sole | 2024-02-05 |
| 2023-09-30 | $627,365 | 42,591 | Shares | Sole | 2023-11-03 |
| 2023-06-30 | $483,761 | 33,294 | Shares | Sole | 2023-08-11 |
| 2023-03-31 | $455,682 | 32,572 | Shares | Sole | 2023-04-27 |
| 2022-12-31 | $363,752 | 27,725 | Shares | Sole | 2023-02-09 |