SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
Holdings in DSL
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,355,183 | 120,247 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $1,368,851 | 111,470 | Shares | Sole | 2025-11-07 |
| 2025-06-30 | $1,326,155 | 108,346 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $1,288,451 | 102,177 | Shares | Sole | 2025-05-02 |
| 2024-12-31 | $1,131,413 | 90,009 | Shares | Sole | 2025-02-07 |
| 2024-09-30 | $1,024,667 | 78,942 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $946,386 | 75,590 | Shares | Sole | 2024-08-02 |
| 2024-03-31 | $772,541 | 60,830 | Shares | Sole | 2024-05-03 |
| 2023-12-31 | $630,874 | 51,542 | Shares | Sole | 2024-02-05 |
| 2023-09-30 | $504,604 | 43,055 | Shares | Sole | 2023-11-03 |
| 2023-06-30 | $456,236 | 38,307 | Shares | Sole | 2023-08-11 |
| 2023-03-31 | $399,496 | 35,136 | Shares | Sole | 2023-04-27 |
| 2022-12-31 | $376,039 | 33,908 | Shares | Sole | 2023-02-09 |
| 2022-09-30 | $597,034 | 55,281 | Shares | Sole | 2022-11-04 |
| 2022-06-30 | $615,136 | 50,712 | Shares | Sole | 2022-08-09 |
| 2022-03-31 | $634,262 | 43,682 | Shares | Sole | 2022-05-11 |
| 2021-12-31 | $617,121 | 38,283 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $541,431 | 30,486 | Shares | Sole | 2021-10-21 |
| 2021-06-30 | $523,343 | 28,930 | Shares | Sole | 2021-07-28 |
| 2021-03-31 | $472,777 | 26,034 | Shares | Sole | 2021-05-07 |
| 2020-12-31 | $421,546 | 25,425 | Shares | Sole | 2021-02-12 |
| 2020-09-30 | $396,094 | 24,725 | Shares | Sole | 2020-11-03 |
| 2020-06-30 | $367,757 | 23,927 | Shares | Sole | 2020-07-15 |
| 2020-03-31 | $206,103 | 15,450 | Shares | Sole | 2020-04-14 |