SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
CIK
0001794153
City
MINNEAPOLIS
State / Country
MN
Holdings in FRA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,040,574 | 88,334 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $1,074,497 | 82,781 | Shares | Sole | 2025-11-07 |
| 2025-06-30 | $1,083,616 | 82,467 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $1,035,563 | 80,152 | Shares | Sole | 2025-05-02 |
| 2024-12-31 | $1,017,967 | 74,034 | Shares | Sole | 2025-02-07 |
| 2024-09-30 | $968,774 | 73,392 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $923,372 | 71,358 | Shares | Sole | 2024-08-02 |
| 2024-03-31 | $845,717 | 65,458 | Shares | Sole | 2024-05-03 |
| 2023-12-31 | $784,628 | 61,977 | Shares | Sole | 2024-02-05 |
| 2023-09-30 | $772,015 | 61,174 | Shares | Sole | 2023-11-03 |
| 2023-06-30 | $712,587 | 58,361 | Shares | Sole | 2023-08-11 |
| 2023-03-31 | $645,617 | 55,181 | Shares | Sole | 2023-04-27 |
| 2022-12-31 | $667,267 | 59,260 | Shares | Sole | 2023-02-09 |
| 2022-09-30 | $544,257 | 49,433 | Shares | Sole | 2022-11-04 |
| 2022-06-30 | $561,447 | 49,293 | Shares | Sole | 2022-08-09 |
| 2022-03-31 | $586,511 | 45,047 | Shares | Sole | 2022-05-11 |
| 2021-12-31 | $508,150 | 37,837 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $360,359 | 26,973 | Shares | Sole | 2021-10-21 |
| 2021-06-30 | $338,272 | 25,530 | Shares | Sole | 2021-07-28 |
| 2021-03-31 | $274,482 | 21,114 | Shares | Sole | 2021-05-07 |
| 2020-12-31 | $245,203 | 20,248 | Shares | Sole | 2021-02-12 |
| 2020-09-30 | $241,764 | 21,023 | Shares | Sole | 2020-11-03 |
| 2020-06-30 | $232,801 | 20,823 | Shares | Sole | 2020-07-15 |
| 2020-03-31 | $196,276 | 19,608 | Shares | Sole | 2020-04-14 |