SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC historic quarter change: USA Funds, Added
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC opened 0 positions, added to 0, reduced 0 and sold out of 0.
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.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| ITHAKA GROUP LLC | United States | $0.482B | 38 |
| Evernest Financial Advisors, LLC | United States | $0.481B | 180 |
| MCRAE CAPITAL MANAGEMENT INC | United States | $0.482B | 106 |
| Bridgewealth Advisory Group, LLC | United States | $0.482B | 135 |
| Net Worth Advisory Group | United States | $0.482B | 436 |
| Morse Asset Management, Inc | United States | $0.481B | 403 |
| Northwest Quadrant Wealth Management, LLC | United States | $0.481B | 67 |
| TB Alternative Assets Ltd. | Hong Kong | $0.481B | 36 |
| Phraction Management LLC | United States | $0.483B | 65 |
| HOURGLASS CAPITAL, LLC | United States | $0.480B | 130 |