SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC LOCL — LOCAL BOUNTI CORP

Ownership history in SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC  ·  10 quarters on record

AI Ownership Summary

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC reported LOCAL BOUNTI CORP (LOCL) in 10 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.03% in 2024 Q3. The latest visible filing shows LOCL at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LOCL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC's position in LOCAL BOUNTI CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

LOCL was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LOCL stock page SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC fund profile SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC full holdings
How SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC held LOCL — position size vs. price
% of Fund (quarterly)    LOCL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 99,455 +43,750 +78.5% 0.02% $128K 2026-08-07 $1.03
2026 Q1 REDUCED — — — 55,705 -1,000 -1.8% 0.01% $65K 2026-05-08 $1.53
2025 Q4 ADDED — — — 56,705 +7,880 +16.1% 0.03% $121K 2026-02-09 $2.01
2025 Q1 UNCHANGED — — — 48,825 — 0% 0.02% $101K 2025-05-02 $2.42
2024 Q4 UNCHANGED — — — 48,825 — 0% 0.02% $101K 2025-02-07 $2.23
2024 Q3 ADDED — — — 48,825 +21,237 +77.0% 0.03% $122K 2024-11-08 $2.47
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding LOCL

As of 2026 Q2 — sorted by position size

OUTFITTERS FINANCIAL LLC 3Y 0.04% Ground Swell Capital, LLC 3Y 7Y 0.02% BBR PARTNERS, LLC 3Y 7Y 0.01% Financially Speaking Inc 0.01% Cresset Asset Management, LLC 3Y 7Y 0.0% PINNACLE ASSOCIATES LTD 3Y 7Y 0.0% BRIDGEWAY CAPITAL MANAGEMENT, LLC 3Y 7Y 0.0% XTX Topco Ltd 3Y 0.0% Tower Research Capital LLC (TRC) 3Y 7Y 0.0% Delos Wealth Advisors, LLC 3Y 0.0%

FAQ About SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC and LOCL

These are the practical questions this page is built to answer before you even open the full history table.

How long has SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC reported owning LOCL?

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC reported LOCL across 6 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported LOCL position in SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC's portfolio?

The largest reported portfolio weight for LOCL was 0.03% in 2024 Q3.

What is the latest reported LOCL position on this page?

The most recent filing on this page is 2026 Q2, when SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC reported 99,455 shares, equal to 0.02% of portfolio, with an estimated market value of $128K.

What does the chart on this LOCL ownership page compare?

The chart compares SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC's quarterly LOCL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC time their LOCL position?

Based on 13F filing dates vs. subsequent LOCL price moves, SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on LOCL relative to SPY over the holding period was -74.8%.

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