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WETZEL INVESTMENT ADVISORS, INC.: USMV position timeline

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

WETZEL INVESTMENT ADVISORS, INC. held 12,421 USMV 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 12,421 shares
    Change vs previous 13F -390 shares

    0.42% of the 13F portfolio, value $1,210,302.

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

  2. period ended2026-06-30
    13F 12,811 shares
    Change vs previous 13F -806 shares

    0.43% of the 13F portfolio, value $1,235,749.

    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 13,617 shares
    Change vs previous 13F -954 shares

    0.5% of the 13F portfolio, value $1,262,841.

    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 14,571 shares
    Change vs previous 13F -91 shares

    0.56% of the 13F portfolio, value $1,372,005.

    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 14,662 shares
    Change vs previous 13F -100 shares

    0.6% of the 13F portfolio, value $1,394,943.

    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 14,762 shares
    Change vs previous 13F -4,516 shares

    0.63% of the 13F portfolio, value $1,385,709.

    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 19,278 shares
    Change vs previous 13F -310 shares

    0.91% of the 13F portfolio, value $1,805,577.

    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 19,588 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $1,739,219.

    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).