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WETZEL INVESTMENT ADVISORS, INC.: FDVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WETZEL INVESTMENT ADVISORS, INC. on FDVV, newest first. How the timeline and the estimate are built.

WETZEL INVESTMENT ADVISORS, INC. held 4,588 FDVV shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,588 shares
    Change vs previous 13F -241 shares

    0.1% of the 13F portfolio, value $278,629.

    13F-HR 0002009211-26-000006 filed by WETZEL INVESTMENT ADVISORS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,829 shares
    Change vs previous 13F -1,982 shares

    0.1% of the 13F portfolio, value $291,140.

    13F-HR 0002009211-26-000004 filed by WETZEL INVESTMENT ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 6,811 shares
    Change vs previous 13F +2,314 shares

    0.15% of the 13F portfolio, value $376,240.

    13F-HR 0002009211-26-000003 filed by WETZEL INVESTMENT ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 4,497 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $254,935.

    13F-HR 0002009211-26-000001 filed by WETZEL INVESTMENT ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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