SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC: AVLC 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 AVLC, newest first. How the timeline and the estimate are built.

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC held 84,292 AVLC shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

period ended2026-06-30
13F 84,292 shares
Change vs previous 13F +727 shares
1.45% of the 13F portfolio, value $7,582,909.
13F-HR 0001794153-26-000004 filed by SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
Filed 2026-08-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 83,565 shares
Change vs previous 13F not available
1.35% of the 13F portfolio, value $6,480,543.
13F-HR 0001794153-26-000003 filed by SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
Filed 2026-05-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).