SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
Holdings in WINA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $870,621 | 2,150 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $1,070,205 | 2,150 | Shares | Sole | 2025-11-07 |
| 2025-06-30 | $981,786 | 2,600 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $826,462 | 2,600 | Shares | Sole | 2025-05-02 |
| 2024-12-31 | $1,021,982 | 2,600 | Shares | Sole | 2025-02-07 |
| 2024-09-30 | $995,618 | 2,600 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $916,838 | 2,600 | Shares | Sole | 2024-08-02 |
| 2024-03-31 | $940,420 | 2,600 | Shares | Sole | 2024-05-03 |
| 2023-12-31 | $1,122,374 | 2,688 | Shares | Sole | 2024-02-05 |
| 2023-09-30 | $1,240,657 | 3,325 | Shares | Sole | 2023-11-03 |
| 2023-06-30 | $1,105,462 | 3,325 | Shares | Sole | 2023-08-11 |
| 2023-03-31 | $1,065,429 | 3,325 | Shares | Sole | 2023-04-27 |
| 2022-12-31 | $784,134 | 3,325 | Shares | Sole | 2023-02-09 |
| 2022-09-30 | $719,330 | 3,325 | Shares | Sole | 2022-11-04 |
| 2022-06-30 | $650,270 | 3,325 | Shares | Sole | 2022-08-09 |
| 2022-03-31 | $731,500 | 3,325 | Shares | Sole | 2022-05-11 |
| 2021-12-31 | $825,564 | 3,325 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $714,974 | 3,325 | Shares | Sole | 2021-10-21 |
| 2021-06-30 | $542,626 | 2,825 | Shares | Sole | 2021-07-28 |
| 2021-03-31 | $526,664 | 2,825 | Shares | Sole | 2021-05-07 |
| 2020-12-31 | $524,885 | 2,825 | Shares | Sole | 2021-02-12 |
| 2020-09-30 | $486,408 | 2,825 | Shares | Sole | 2020-11-03 |