Skip to content
Disclosery

Weitzel Financial Services, Inc.: SPTM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Weitzel Financial Services, Inc. on SPTM, newest first. How the timeline and the estimate are built.

Weitzel Financial Services, Inc. held 684,063 SPTM shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 684,063 shares
    Change vs previous 13F +5,242 shares

    21% of the 13F portfolio, value $61,750,418.

    13F-HR 0001846789-26-000004 filed by Weitzel Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 678,821 shares
    Change vs previous 13F +7,707 shares

    20.35% of the 13F portfolio, value $54,000,246.

    13F-HR 0001846789-26-000003 filed by Weitzel Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 671,114 shares
    Change vs previous 13F +1,874 shares

    21.48% of the 13F portfolio, value $55,494,424.

    13F-HR 0001846789-26-000002 filed by Weitzel Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 669,240 shares
    Change vs previous 13F +1,448 shares

    21.72% of the 13F portfolio, value $53,452,232.

    13F-HR 0001846789-25-000006 filed by Weitzel Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 667,792 shares
    Change vs previous 13F +15,056 shares

    21.81% of the 13F portfolio, value $51,516,827.

    13F-HR 0001846789-25-000005 filed by Weitzel Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 652,736 shares
    Change vs previous 13F -12,258 shares

    20.33% of the 13F portfolio, value $42,630,242.

    13F-HR 0001846789-25-000002 filed by Weitzel Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 664,994 shares
    Change vs previous 13F -10,360 shares

    22.55% of the 13F portfolio, value $47,843,096.

    13F-HR 0001846789-25-000001 filed by Weitzel Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 675,354 shares
    Change vs previous 13F not available

    22.03% of the 13F portfolio, value $46,926,987.

    13F-HR 0001846789-24-000005 filed by Weitzel Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).