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Equus Total Return shares owned by Schwarz Dygos Wheeler Investment Advisors

Quarter-by-quarter ownership of Equus Total Return (EQS) shares owned by Schwarz Dygos Wheeler Investment Advisors from 13F filings

Historical chart of Schwarz Dygos Wheeler Investment Advisors investment in Equus Total Return

Tip: Access up to 7 years of quarterly data

All positions including Equus Total Return held by Schwarz Dygos Wheeler Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Equus Total Return by Schwarz Dygos Wheeler Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $45k 20k 2.25

More positions owned by Schwarz Dygos Wheeler Investment Advisors

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Sprott Asset Management Physical Gold Tr (PHYS)
Ishares Tr Core Div Grwth (DGRO)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Select Divid Etf (DVY)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Emerging Mkt Val (AVES)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Schwarz Dygos Wheeler Investment Advisors

Top funds holding Equus Total Return

Shufro Rose & Co
Morgan Stanley
Schwarz Dygos Wheeler Investment Advisors
MSH Capital Advisors
Blue Bell Private Wealth Management
Advisor Group Holdings
Nbc Securities
Wells Fargo & Company

View all funds holding Equus Total Return