SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC opened 51 positions, added to 266, reduced 299 and sold out of 35.
- Q2 2026: Stock TGT; Country of operation United States; Class COM; Shares before 43,932.
- Q2 2026: Stock JHX; Country of operation —; Class ORD SHS; Shares before 56,550.
- Q2 2026: Stock CVS; Country of operation United States; Class COM; Shares before 12,460.
- Q2 2026: Stock MCD; Country of operation United States; Class COM; Shares before 8,741.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1794153), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-07); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-08); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-09); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-07); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-08); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-02); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-07); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-08); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-02); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-03). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2019-09-30.
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