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WETZEL INVESTMENT ADVISORS, INC.: IWD position timeline

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

WETZEL INVESTMENT ADVISORS, INC. held 4,313 IWD 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 4,313 shares
    Change vs previous 13F -58 shares

    0.37% of the 13F portfolio, value $1,069,322.

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

  2. period ended2026-06-30
    13F 4,371 shares
    Change vs previous 13F -1,874 shares

    0.37% of the 13F portfolio, value $1,059,662.

    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 6,245 shares
    Change vs previous 13F -77 shares

    0.53% of the 13F portfolio, value $1,334,369.

    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 6,322 shares
    Change vs previous 13F -51 shares

    0.54% of the 13F portfolio, value $1,329,769.

    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 6,373 shares
    Change vs previous 13F -53 shares

    0.55% of the 13F portfolio, value $1,297,479.

    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 6,426 shares
    Change vs previous 13F -316 shares

    0.57% of the 13F portfolio, value $1,248,122.

    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 6,742 shares
    Change vs previous 13F -425 shares

    0.64% of the 13F portfolio, value $1,268,575.

    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 7,167 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,326,827.

    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).