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WETZEL INVESTMENT ADVISORS, INC.: XLE position timeline

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

WETZEL INVESTMENT ADVISORS, INC. held 5,801 XLE 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 5,801 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $356,762.

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

  2. period ended2026-06-30
    13F 5,801 shares
    Change vs previous 13F -114 shares

    0.11% of the 13F portfolio, value $308,091.

    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 5,915 shares
    Change vs previous 13F +1 shares

    0.14% of the 13F portfolio, value $362,353.

    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 5,914 shares
    Change vs previous 13F +2,963 shares

    0.11% of the 13F portfolio, value $264,415.

    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 2,951 shares
    Change vs previous 13F -67 shares

    0.11% of the 13F portfolio, value $263,642.

    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 3,018 shares
    Change vs previous 13F -274 shares

    0.12% of the 13F portfolio, value $255,957.

    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 3,292 shares
    Change vs previous 13F -54 shares

    0.16% of the 13F portfolio, value $307,637.

    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 3,346 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $286,618.

    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).