SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

Position in V — Visa Inc.

CIK 1794153 MINNEAPOLIS, MN

Position in V

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

Position Value

$2,589,643

+$268,138 QoQ

Shares Held

7,548

-1.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.87%

of 13F equity value

Holder Rank

#2,142

of 4,501 holders

Holding Since

Mar 2020

26 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. V ranks #1 (51.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	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	1,485	$762,696

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,589,643	7,548	-1.7%	Shares	Sole	2026-08-07
2026-03-31	$2,321,505	7,681	-0.2%	Shares	Sole	2026-05-08
2025-12-31	$2,699,414	7,697	+2.2%	Shares	Sole	2026-02-09
2025-09-30	$2,570,932	7,531	-1.0%	Shares	Sole	2025-11-07
2025-06-30	$2,700,510	7,606	-3.8%	Shares	Sole	2025-08-08
2025-03-31	$2,771,437	7,908	+0.9%	Shares	Sole	2025-05-02
2024-12-31	$2,475,857	7,834	+2.1%	Shares	Sole	2025-02-07
2024-09-30	$2,109,141	7,671	+0.3%	Shares	Sole	2024-11-08
2024-06-30	$2,008,157	7,651	+0.1%	Shares	Sole	2024-08-02
2024-03-31	$2,133,008	7,643	-1.9%	Shares	Sole	2024-05-03
2023-12-31	$2,028,386	7,791	-2.1%	Shares	Sole	2024-02-05
2023-09-30	$1,830,649	7,959	+0.5%	Shares	Sole	2023-11-03
2023-06-30	$1,880,841	7,920	+5.2%	Shares	Sole	2023-08-11
2023-03-31	$1,697,262	7,528	+6.1%	Shares	Sole	2023-04-27
2022-12-31	$1,473,641	7,093	0.0%	Shares	Sole	2023-02-09
2022-09-30	$1,260,071	7,093	0.0%	Shares	Sole	2022-11-04
2022-06-30	$1,396,540	7,093	+0.0%	Shares	Sole	2022-08-09
2022-03-31	$1,572,571	7,091	+1.9%	Shares	Sole	2022-05-11
2021-12-31	$1,507,434	6,956	+1.7%	Shares	Sole	2022-02-08
2021-09-30	$1,523,387	6,839	-2.2%	Shares	Sole	2021-10-21
2021-06-30	$1,634,635	6,991	+1.1%	Shares	Sole	2021-07-28
2021-03-31	$1,463,901	6,914	+2.5%	Shares	Sole	2021-05-07
2020-12-31	$1,475,115	6,744	-8.2%	Shares	Sole	2021-02-12
2020-09-30	$1,468,779	7,345	+2.8%	Shares	Sole	2020-11-03
2020-06-30	$1,379,620	7,142	+12.4%	Shares	Sole	2020-07-15
2020-03-31	$1,023,595	6,353	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.