SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
Position in SEZL — Sezzle Inc.
CIK 1794153
MINNEAPOLIS, MN
Position in SEZL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$789,498
+$498,364 QoQ
Shares Held
4,600
0.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#140
of 323 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SEZL Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC holds $5,055,661 across 4 Credit Services names. SEZL ranks #3 (15.6% of the industry book) .
All Filings in SEZL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $789,498 | 4,600 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $291,134 | 4,600 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $291,985 | 4,600 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $365,838 | 4,600 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $824,550 | 4,600 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $230,219 | 900 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $682,360 | 4,000 | Shares | Sole | 2024-11-08 | |
| No filing history on record for this holder in this stock. | ||||||