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

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC held 29,546 PM 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 29,546 shares
    Change vs previous 13F -38 shares

    1.02% of the 13F portfolio, value $5,345,286.

    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 29,584 shares
    Change vs previous 13F +3 shares

    1.02% of the 13F portfolio, value $4,891,419.

    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 29,581 shares
    Change vs previous 13F -84 shares

    0.98% of the 13F portfolio, value $4,744,868.

    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 29,665 shares
    Change vs previous 13F -38 shares

    1.02% of the 13F portfolio, value $4,811,784.

    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 29,703 shares
    Change vs previous 13F -158 shares

    1.23% of the 13F portfolio, value $5,409,925.

    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 29,861 shares
    Change vs previous 13F +9 shares

    1.13% of the 13F portfolio, value $4,739,857.

    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 29,852 shares
    Change vs previous 13F +5,162 shares

    0.89% of the 13F portfolio, value $3,592,688.

    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 24,690 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $2,997,366.

    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).