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WETZEL INVESTMENT ADVISORS, INC.: FEX position timeline

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

WETZEL INVESTMENT ADVISORS, INC. held 9,129 FEX 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 9,129 shares
    Change vs previous 13F -216 shares

    0.42% of the 13F portfolio, value $1,210,533.

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

  2. period ended2026-06-30
    13F 9,345 shares
    Change vs previous 13F -125 shares

    0.45% of the 13F portfolio, value $1,307,113.

    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 9,470 shares
    Change vs previous 13F -10 shares

    0.46% of the 13F portfolio, value $1,154,649.

    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 9,480 shares
    Change vs previous 13F -199 shares

    0.46% of the 13F portfolio, value $1,124,485.

    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).

  5. period ended2025-09-30
    13F 9,679 shares
    Change vs previous 13F -182 shares

    0.48% of the 13F portfolio, value $1,130,709.

    13F-HR 0002009211-25-000006 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).

  6. period ended2025-06-30
    13F 9,861 shares
    Change vs previous 13F -2,897 shares

    0.5% of the 13F portfolio, value $1,084,316.

    13F-HR 0002009211-25-000003 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).

  7. period ended2025-03-31
    13F 12,758 shares
    Change vs previous 13F -366 shares

    0.66% of the 13F portfolio, value $1,307,185.

    13F-HR 0001998574-25-000003 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).

  8. period ended2024-12-31
    13F 13,124 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $1,368,772.

    13F-HR 0002009211-25-000001 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).