SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
Position in LOCL — Local Bounti Corporation/DE
CIK 1794153
MINNEAPOLIS, MN
Position in LOCL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$128,296
+$63,679 QoQ
Shares Held
99,455
+78.5% QoQ
Ownership
0.425%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#4
of 23 holders
Holding Since
Dec 2022
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LOCL Over Time
Shares Held
Position Value (USD)
Position in Farm Products
Consumer Defensive · as of Jun 30, 2026SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC holds $128,296 across 1 Farm Products name. LOCL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOCL |
Local Bounti Corporation/DE
This page
|
99,455 | $128,296 |
All Filings in LOCL
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $128,296 | 99,455 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $64,617 | 55,705 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $121,348 | 56,705 | Shares | Sole | 2026-02-09 | |
| 2025-03-31 | $100,579 | 48,825 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $101,067 | 48,825 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $122,062 | 48,825 | Shares | Sole | 2024-11-08 | |
| 2024-03-31 | $80,281 | 27,588 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $57,107 | 27,588 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $67,590 | 27,588 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $69,588 | 25,584 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $265,089 | 332,609 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $65,329 | 47,000 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||