Skip to content
Disclosery

Schwallier Wealth Management LLC: WWJD position timeline

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

Schwallier Wealth Management LLC held 20,803 WWJD 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 20,803 shares
    Change vs previous 13F +983 shares

    0.5% of the 13F portfolio, value $793,204.

    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 19,820 shares
    Change vs previous 13F +1,537 shares

    0.54% of the 13F portfolio, value $741,061.

    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 18,283 shares
    Change vs previous 13F +1,701 shares

    0.45% of the 13F portfolio, value $698,036.

    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 16,582 shares
    Change vs previous 13F +1,305 shares

    0.37% of the 13F portfolio, value $584,748.

    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 15,277 shares
    Change vs previous 13F +1,356 shares

    0.32% of the 13F portfolio, value $523,545.

    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 13,921 shares
    Change vs previous 13F +371 shares

    0.32% of the 13F portfolio, value $428,010.

    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 13,550 shares
    Change vs previous 13F +1,438 shares

    0.3% of the 13F portfolio, value $392,961.

    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 12,112 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $391,219.

    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).