SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

Position in MA — Mastercard Inc

CIK 1794153 MINNEAPOLIS, MN

Position in MA

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$762,696

+$4,213 QoQ

Shares Held

1,485

-2.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#2,265

of 3,563 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC holds $5,055,661 across 4 Credit Services names. MA ranks #4 (15.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	7,548	$2,589,643
2	COF	Capital One Financial Corp	4,555	$913,824
3	SEZL	Sezzle Inc.	4,600	$789,498
4	MA	Mastercard Inc This page	1,485	$762,696

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$762,696	1,485	-2.2%	Shares	Sole	2026-08-07
2026-03-31	$758,483	1,518	0.0%	Shares	Sole	2026-05-08
2025-12-31	$866,595	1,518	+0.9%	Shares	Sole	2026-02-09
2025-09-30	$856,059	1,505	0.0%	Shares	Sole	2025-11-07
2025-06-30	$845,719	1,505	-0.6%	Shares	Sole	2025-08-08
2025-03-31	$829,853	1,514	+0.3%	Shares	Sole	2025-05-02
2024-12-31	$795,120	1,510	+6.1%	Shares	Sole	2025-02-07
2024-09-30	$702,677	1,423	+1.4%	Shares	Sole	2024-11-08
2024-06-30	$618,947	1,403	0.0%	Shares	Sole	2024-08-02
2024-03-31	$675,642	1,403	-12.5%	Shares	Sole	2024-05-03
2023-12-31	$683,695	1,603	+12.3%	Shares	Sole	2024-02-05
2023-09-30	$565,359	1,428	+1.4%	Shares	Sole	2023-11-03
2023-06-30	$553,766	1,408	0.0%	Shares	Sole	2023-08-11
2023-03-31	$511,681	1,408	+11.9%	Shares	Sole	2023-04-27
2022-12-31	$437,444	1,258	+8.6%	Shares	Sole	2023-02-09
2022-09-30	$329,265	1,158	-1.7%	Shares	Sole	2022-11-04
2022-06-30	$371,635	1,178	0.0%	Shares	Sole	2022-08-09
2022-03-31	$420,993	1,178	-2.5%	Shares	Sole	2022-05-11
2021-12-31	$434,058	1,208	0.0%	Shares	Sole	2022-02-08
2021-09-30	$419,997	1,208	+13.0%	Shares	Sole	2021-10-21
2021-06-30	$390,281	1,069	0.0%	Shares	Sole	2021-07-28
2021-03-31	$380,617	1,069	+1.9%	Shares	Sole	2021-05-07
2020-12-31	$374,430	1,049	+2.9%	Shares	Sole	2021-02-12
2020-09-30	$344,595	1,019	+1.5%	Shares	Sole	2020-11-03
2020-06-30	$296,882	1,004	—	Shares	Sole	2020-07-15
No filing history on record for this holder in this stock.