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Schwallier Wealth Management LLC: CEF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Schwallier Wealth Management LLC on CEF, newest first. How the timeline and the estimate are built.

Schwallier Wealth Management LLC held 24,114 CEF shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,114 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $970,106.

    13F-HR 0001934951-26-000003 filed by Schwallier Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).