SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
CIK
0001794153
City
MINNEAPOLIS
State / Country
MN
Holdings in NIE
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $5,382,919 | 216,008 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $5,366,232 | 213,709 | Shares | Sole | 2025-11-07 |
| 2025-06-30 | $5,053,917 | 211,461 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $4,566,348 | 206,342 | Shares | Sole | 2025-05-02 |
| 2024-09-30 | $4,882,883 | 212,207 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $4,975,335 | 214,085 | Shares | Sole | 2024-08-02 |
| 2024-03-31 | $4,679,487 | 208,999 | Shares | Sole | 2024-05-03 |
| 2023-12-31 | $4,178,884 | 199,851 | Shares | Sole | 2024-02-05 |
| 2023-09-30 | $4,046,918 | 203,465 | Shares | Sole | 2023-11-03 |
| 2023-06-30 | $4,176,638 | 197,477 | Shares | Sole | 2023-08-11 |
| 2023-03-31 | $3,830,295 | 194,926 | Shares | Sole | 2023-04-27 |
| 2022-12-31 | $3,541,213 | 194,252 | Shares | Sole | 2023-02-09 |
| 2022-09-30 | $3,826,546 | 188,407 | Shares | Sole | 2022-11-04 |
| 2022-06-30 | $3,924,115 | 189,114 | Shares | Sole | 2022-08-09 |
| 2022-03-31 | $4,903,085 | 180,659 | Shares | Sole | 2022-05-11 |
| 2021-12-31 | $5,155,567 | 171,054 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $4,973,592 | 168,768 | Shares | Sole | 2021-10-21 |
| 2021-06-30 | $5,149,055 | 170,273 | Shares | Sole | 2021-07-28 |
| 2021-03-31 | $4,563,333 | 162,918 | Shares | Sole | 2021-05-07 |