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WETZEL INVESTMENT ADVISORS, INC.: XLC position timeline

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

WETZEL INVESTMENT ADVISORS, INC. held 2,096 XLC 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 2,096 shares
    Change vs previous 13F +45 shares

    0.08% of the 13F portfolio, value $232,593.

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

  2. period ended2026-06-30
    13F 2,051 shares
    Change vs previous 13F -78 shares

    0.08% of the 13F portfolio, value $219,724.

    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 2,129 shares
    Change vs previous 13F -6 shares

    0.09% of the 13F portfolio, value $236,021.

    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 2,135 shares
    Change vs previous 13F +76 shares

    0.1% of the 13F portfolio, value $251,332.

    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 2,059 shares
    Change vs previous 13F -147 shares

    0.1% of the 13F portfolio, value $243,724.

    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 2,206 shares
    Change vs previous 13F -22 shares

    0.11% of the 13F portfolio, value $239,417.

    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 2,228 shares
    Change vs previous 13F -50 shares

    0.11% of the 13F portfolio, value $214,891.

    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 2,278 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $220,533.

    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).