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Disclosery

Schwallier Wealth Management LLC: IBD position timeline

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

Schwallier Wealth Management LLC held 10,631 IBD 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 10,631 shares
    Change vs previous 13F -5,507 shares

    0.16% of the 13F portfolio, value $252,691.

    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 §4.2).

  2. period ended2026-03-31
    13F 16,138 shares
    Change vs previous 13F -3,009 shares

    0.28% of the 13F portfolio, value $385,010.

    13F-HR 0001934951-26-000002 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 §4.2).

  3. period ended2025-12-31
    13F 19,147 shares
    Change vs previous 13F +1,881 shares

    0.3% of the 13F portfolio, value $462,401.

    13F-HR 0001934951-26-000001 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 §4.2).

  4. period ended2025-09-30
    13F 17,266 shares
    Change vs previous 13F +1,252 shares

    0.26% of the 13F portfolio, value $416,965.

    13F-HR 0001934951-25-000004 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 §4.2).

  5. period ended2025-06-30
    13F 16,014 shares
    Change vs previous 13F -466 shares

    0.23% of the 13F portfolio, value $384,488.

    13F-HR 0001934951-25-000001 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 §4.2).

  6. period ended2025-03-31
    13F 16,480 shares
    Change vs previous 13F +3,436 shares

    0.29% of the 13F portfolio, value $391,391.

    13F-HR 0001934951-25-000002 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 §4.2).

  7. period ended2024-12-31
    13F 13,044 shares
    Change vs previous 13F +2,251 shares

    0.23% of the 13F portfolio, value $305,752.

    13F-HR 0001807270-25-000002 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 §4.2).

  8. period ended2024-09-30
    13F 10,793 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $259,895.

    13F-HR 0001934951-24-000009 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 §4.2).