SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
CIK
0001794153
City
MINNEAPOLIS
State / Country
MN
Holdings in NIM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $409,146 | 43,947 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $369,909 | 39,947 | Shares | Sole | 2025-11-07 |
| 2025-06-30 | $361,901 | 39,945 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $359,043 | 38,524 | Shares | Sole | 2025-05-02 |
| 2024-12-31 | $304,240 | 34,930 | Shares | Sole | 2025-02-07 |
| 2024-09-30 | $313,914 | 33,900 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $306,456 | 33,900 | Shares | Sole | 2024-08-02 |
| 2023-12-31 | $285,768 | 32,400 | Shares | Sole | 2024-02-05 |
| 2023-09-30 | $274,428 | 32,400 | Shares | Sole | 2023-11-03 |
| 2023-06-30 | $264,600 | 29,400 | Shares | Sole | 2023-08-11 |
| 2023-03-31 | $271,362 | 29,400 | Shares | Sole | 2023-04-27 |
| 2022-12-31 | $266,364 | 29,400 | Shares | Sole | 2023-02-09 |
| 2022-09-30 | $231,246 | 26,100 | Shares | Sole | 2022-11-04 |
| 2022-06-30 | $239,598 | 26,100 | Shares | Sole | 2022-08-09 |
| 2022-03-31 | $250,038 | 26,100 | Shares | Sole | 2022-05-11 |
| 2021-12-31 | $279,270 | 26,100 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $283,446 | 26,100 | Shares | Sole | 2021-10-21 |
| 2021-06-30 | $286,317 | 26,100 | Shares | Sole | 2021-07-28 |
| 2021-03-31 | $278,748 | 26,100 | Shares | Sole | 2021-05-07 |
| 2020-12-31 | $278,748 | 26,100 | Shares | Sole | 2021-02-12 |
| 2020-09-30 | $273,789 | 26,100 | Shares | Sole | 2020-11-03 |
| 2020-06-30 | $267,003 | 26,100 | Shares | Sole | 2020-07-15 |
| 2020-03-31 | $174,394 | 17,850 | Shares | Sole | 2020-04-14 |