Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001934951-25-000001
Filing Date
2025-08-14
Accepted
2025-08-14 14:39:00
Documents
2
Period of Report
2025-06-30
Effectiveness Date
2025-08-14

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2016
2 SWM2NDQTR2025 Schwallier2q2025.html INFORMATION TABLE  
2 SWM2NDQTR2025 Schwallier2q2025.xml INFORMATION TABLE 27524
  Complete submission text file 0001934951-25-000001.txt   30778
Mailing Address 607 CASCADE WEST PARKWAY SE GRAND RAPIDS MI 49546
Business Address 607 CASCADE WEST PARKWAY SE GRAND RAPIDS MI 49546 6168552051
Schwallier Wealth Management LLC (Filer) CIK: 0001934951 (see all company filings)

EIN.: 260529182 | State of Incorp.: MI | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-23945 | Film No.: 251217636