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WETZEL INVESTMENT ADVISORS, INC.: HDEF position timeline

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

WETZEL INVESTMENT ADVISORS, INC. held 17,376 HDEF 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 17,376 shares
    Change vs previous 13F -340 shares

    0.19% of the 13F portfolio, value $562,114.

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

  2. period ended2026-06-30
    13F 17,716 shares
    Change vs previous 13F -676 shares

    0.2% of the 13F portfolio, value $569,392.

    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 18,392 shares
    Change vs previous 13F +6,518 shares

    0.24% of the 13F portfolio, value $596,085.

    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 11,874 shares
    Change vs previous 13F +3,357 shares

    0.15% of the 13F portfolio, value $367,975.

    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 8,517 shares
    Change vs previous 13F +779 shares

    0.11% of the 13F portfolio, value $250,570.

    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 7,738 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $223,319.

    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).