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Schwarz Dygos Wheeler Investment Advisors LLCCoreConcentrated long-term

CIK: 0001794153 | MINNEAPOLIS, MN

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR174$523.9M2026-08-07SEC ↗
Q1 2026
13F-HR173$481.8M2026-05-08SEC ↗
Q4 2025
13F-HR169$484.2M2026-02-09SEC ↗
Q3 2025
13F-HR163$471.8M2025-11-07SEC ↗
Q2 2025
13F-HR160$438.9M2025-08-08SEC ↗
Q1 2025
13F-HR157$421.9M2025-05-02SEC ↗
Q4 2024
13F-HR159$407.4M2025-02-07SEC ↗
Q3 2024
13F-HR152$401.0M2024-11-08SEC ↗
Q2 2024
13F-HR145$372.9M2024-08-02SEC ↗
Q1 2024
13F-HR149$357.7M2024-05-03SEC ↗
Q4 2023
13F-HR145$325.0M2024-02-05SEC ↗
Q3 2023
13F-HR139$295.2M2023-11-03SEC ↗
Q2 2023
13F-HR140$303.5M2023-08-11SEC ↗
Q1 2023
13F-HR137$276.3M2023-04-27SEC ↗
Q4 2022
13F-HR132$254.8M2023-02-09SEC ↗
Q3 2022
13F-HR117$26.8M2022-11-04SEC ↗
Q2 2022
13F-HR129$14.4M2022-08-09SEC ↗
Q1 2022
13F-HR138$15.4M2022-05-11SEC ↗
Q4 2021
13F-HR134$15.9M2022-02-08SEC ↗
Q3 2021
13F-HR130$13.8M2021-10-21SEC ↗
Q2 2021
13F-HR132$13.9M2021-07-28SEC ↗
Q1 2021
13F-HR126$12.2M2021-05-07SEC ↗
Q4 2020
13F-HR113$8.2M2021-02-12SEC ↗
Q3 2020
13F-HR106$7.2M2020-11-03SEC ↗
Q2 2020
13F-HR96$153.3K2020-07-15SEC ↗
Q1 2020
13F-HR84$4.8M2020-04-14SEC ↗
Q4 2019
13F-HR85$6.1M2020-01-09SEC ↗
Q3 2019
13F-HR84$4.2M2019-11-15SEC ↗
Q2 2019
13F-HR85$4.3M2019-11-15SEC ↗
Q1 2019
13F-HR81$4.2M2019-11-15SEC ↗
Q4 2018
13F-HR70$2.1M2019-11-15SEC ↗