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

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC held 26,820 IEUR 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 26,820 shares
    Change vs previous 13F +2,077 shares

    0.38% of the 13F portfolio, value $2,016,083.

    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 24,743 shares
    Change vs previous 13F +440 shares

    0.36% of the 13F portfolio, value $1,738,712.

    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 24,303 shares
    Change vs previous 13F -193 shares

    0.36% of the 13F portfolio, value $1,725,049.

    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 24,496 shares
    Change vs previous 13F -36 shares

    0.35% of the 13F portfolio, value $1,668,689.

    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 24,532 shares
    Change vs previous 13F +402 shares

    0.37% of the 13F portfolio, value $1,624,040.

    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 24,130 shares
    Change vs previous 13F +270 shares

    0.35% of the 13F portfolio, value $1,451,439.

    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 23,860 shares
    Change vs previous 13F -364 shares

    0.32% of the 13F portfolio, value $1,287,980.

    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 24,224 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,475,988.

    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).