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SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC: AVIG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC on AVIG, newest first. How the timeline and the estimate are built.

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC held 25,905 AVIG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,905 shares
    Change vs previous 13F -761 shares

    0.2% of the 13F portfolio, value $1,072,731.

    13F-HR 0001794153-26-000004 filed by SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS 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 26,666 shares
    Change vs previous 13F +4,493 shares

    0.23% of the 13F portfolio, value $1,107,733.

    13F-HR 0001794153-26-000003 filed by SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS 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 22,173 shares
    Change vs previous 13F +658 shares

    0.19% of the 13F portfolio, value $929,564.

    13F-HR 0001794153-26-000002 filed by SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS 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 21,515 shares
    Change vs previous 13F +2,342 shares

    0.19% of the 13F portfolio, value $905,387.

    13F-HR 0001794153-25-000003 filed by SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS 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 19,173 shares
    Change vs previous 13F +691 shares

    0.18% of the 13F portfolio, value $798,015.

    13F-HR 0001085146-25-004703 filed by SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS 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 18,482 shares
    Change vs previous 13F +114 shares

    0.18% of the 13F portfolio, value $765,004.

    13F-HR 0001085146-25-002535 filed by SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS 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 18,368 shares
    Change vs previous 13F +1,059 shares

    0.18% of the 13F portfolio, value $745,217.

    13F-HR 0001085146-25-000895 filed by SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS 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 17,309 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $735,807.

    13F-HR 0001085146-24-005454 filed by SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).