SEC 13F Intelligence

Schwarz Dygos Wheeler Investment Advisors LLC / DYH

Schwarz Dygos Wheeler Investment Advisors LLC’s Target Corp Position

Does Schwarz Dygos Wheeler Investment Advisors LLC own Target Corp (DYH)? Yes — 43.9K shares worth $5M (+1.11% of its 13F portfolio) as of Q1 2026, up from 43.9K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
43.9K
% of Portfolio
+1.11%
Quarters Held
27
currently held

Position History DYH

Reported value by quarter
Q3 ’19: $985,000Q3 ’19Q4 ’19: $2MQ1 ’20: $1MQ2 ’20: $1MQ3 ’20: $2MQ3 ’20Q4 ’20: $2MQ1 ’21: $2MQ2 ’21: $3MQ3 ’21: $3MQ3 ’21Q4 ’21: $3MQ1 ’22: $3MQ2 ’22: $2MQ3 ’22: $2MQ3 ’22Q4 ’22: $2MQ1 ’23: $2MQ2 ’23: $2MQ3 ’23: $1MQ3 ’23Q4 ’23: $2MQ1 ’24: $2MQ2 ’24: $2MQ3 ’24: $2MQ3 ’24Q4 ’24: $2MQ1 ’25: $5MQ2 ’25: $5MQ3 ’25: $5MQ3 ’25Q4 ’25: $4MQ1 ’26: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202643.9K$5M+1.11%
Q4 202543.9K$4M+0.89%
Q3 202550.7K$5M+0.97%
Q2 202550.5K$5M+1.14%
Q1 202550.6K$5M+1.25%
Q4 202412.7K$2M+0.43%
Q3 202412.3K$2M+0.48%
Q2 202412.4K$2M+0.50%
Q1 202412.4K$2M+0.62%
Q4 202312.6K$2M+0.56%
Q3 202312.7K$1M+0.48%
Q2 202312.7K$2M+0.56%
Q1 202312.2K$2M+0.74%
Q4 202211.6K$2M+0.69%
Q3 202211.5K$2M+0.77%
Q2 202211.6K$2M+0.67%
Q1 202212.2K$3M+0.88%
Q4 202112.2K$3M+0.97%
Q3 202112.2K$3M+1.03%
Q2 202112.2K$3M+1.08%
Q1 202112.3K$2M+1.01%
Q4 202012.4K$2M+1.06%
Q3 202012.2K$2M+1.10%
Q2 202012.3K$1M+0.96%
Q1 202012.4K$1M+0.99%
Q4 201912.8K$2M+1.14%
Q3 201914.6K$985,000+1.06%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Schwarz Dygos Wheeler Investment Advisors LLC’s full portfolio or all institutional holders of DYH.