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WETZEL INVESTMENT ADVISORS, INC.: USHY position timeline

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

WETZEL INVESTMENT ADVISORS, INC. held 27,392 USHY 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 27,392 shares
    Change vs previous 13F -387 shares

    0.34% of the 13F portfolio, value $978,442.

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

  2. period ended2026-06-30
    13F 27,779 shares
    Change vs previous 13F -7,399 shares

    0.36% of the 13F portfolio, value $1,028,379.

    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 35,178 shares
    Change vs previous 13F +1,516 shares

    0.52% of the 13F portfolio, value $1,295,958.

    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 33,662 shares
    Change vs previous 13F -2,158 shares

    0.51% of the 13F portfolio, value $1,258,791.

    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 35,820 shares
    Change vs previous 13F -3,520 shares

    0.58% of the 13F portfolio, value $1,353,280.

    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 39,340 shares
    Change vs previous 13F -63,955 shares

    0.67% of the 13F portfolio, value $1,475,643.

    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 103,295 shares
    Change vs previous 13F +14,222 shares

    1.92% of the 13F portfolio, value $3,802,284.

    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 89,073 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $3,276,999.

    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).