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WETZEL INVESTMENT ADVISORS, INC.: IWF position timeline

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

WETZEL INVESTMENT ADVISORS, INC. held 185,730 IWF 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 185,730 shares
    Change vs previous 13F +1,801 shares

    8.03% of the 13F portfolio, value $23,264,549.

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

  2. period ended2026-06-30
    13F 183,929 shares
    Change vs previous 13F +128,474 shares

    7.91% of the 13F portfolio, value $22,838,432.

    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 55,455 shares
    Change vs previous 13F +1,016 shares

    9.4% of the 13F portfolio, value $23,645,954.

    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 54,439 shares
    Change vs previous 13F -661 shares

    10.43% of the 13F portfolio, value $25,766,165.

    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 55,100 shares
    Change vs previous 13F -618 shares

    11.01% of the 13F portfolio, value $25,809,327.

    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 55,718 shares
    Change vs previous 13F +12,061 shares

    10.82% of the 13F portfolio, value $23,656,909.

    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 43,657 shares
    Change vs previous 13F +783 shares

    7.95% of the 13F portfolio, value $15,764,059.

    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 42,874 shares
    Change vs previous 13F not available

    8.56% of the 13F portfolio, value $17,217,521.

    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).