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

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC held 5,807 META 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 5,807 shares
    Change vs previous 13F -13 shares

    0.62% of the 13F portfolio, value $3,271,067.

    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 5,820 shares
    Change vs previous 13F -127 shares

    0.69% of the 13F portfolio, value $3,329,830.

    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 5,947 shares
    Change vs previous 13F +3 shares

    0.81% of the 13F portfolio, value $3,925,584.

    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 5,944 shares
    Change vs previous 13F -201 shares

    0.93% of the 13F portfolio, value $4,365,155.

    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 6,145 shares
    Change vs previous 13F +14 shares

    1.03% of the 13F portfolio, value $4,535,563.

    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 6,131 shares
    Change vs previous 13F -364 shares

    0.84% of the 13F portfolio, value $3,533,676.

    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 6,495 shares
    Change vs previous 13F -511 shares

    0.94% of the 13F portfolio, value $3,802,896.

    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 7,006 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $4,010,519.

    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).