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Disclosery

WETZEL INVESTMENT ADVISORS, INC.: XLI position timeline

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

WETZEL INVESTMENT ADVISORS, INC. held 1,705 XLI 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 1,705 shares
    Change vs previous 13F +23 shares

    0.1% of the 13F portfolio, value $284,701.

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

  2. period ended2026-06-30
    13F 1,682 shares
    Change vs previous 13F -91 shares

    0.11% of the 13F portfolio, value $311,557.

    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 1,773 shares
    Change vs previous 13F +21 shares

    0.11% of the 13F portfolio, value $286,747.

    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 1,752 shares
    Change vs previous 13F +67 shares

    0.11% of the 13F portfolio, value $271,770.

    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 1,685 shares
    Change vs previous 13F -98 shares

    0.11% of the 13F portfolio, value $259,878.

    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 1,783 shares
    Change vs previous 13F -9 shares

    0.12% of the 13F portfolio, value $263,028.

    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 1,792 shares
    Change vs previous 13F +35 shares

    0.12% of the 13F portfolio, value $234,877.

    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 1,757 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $231,502.

    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).