Advertisement
Screener

WETZEL INVESTMENT ADVISORS, INC. Historic Quarter Change: Foreign Funds, Added

WETZEL INVESTMENT ADVISORS, INC. historic quarter change: Foreign Funds, Added

In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, WETZEL INVESTMENT ADVISORS, INC. opened 0 positions, added to 0, reduced 0 and sold out of 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2009211), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-23); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-22); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-22); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-27); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-18); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-22); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-22); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-29); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-07); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-23). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2023-12-31.

No position of this class changed this way in the filings compared.

Similar Firms

Firm NameCountry13F ValueHoldings
Trustees of Dartmouth CollegeUnited States$0.252B11
Ducere Wealth Management LLCUnited States$0.251B126
Hapanowicz & Associates Financial Services, IncUnited States$0.251B31
Seneca House AdvisorsUnited States$0.252B96
Carnegie Lake Advisors LLCUnited States$0.252B167
WEIK CAPITAL MANAGEMENTUnited States$0.251B90
WASHINGTON STATE INVESTMENT BOARDUnited States$0.251B2
BAYSHORE ASSET MANAGEMENT, LLCUnited States$0.251B40
INVENIO WEALTH PARTNERS LLCUnited States$0.252B89
Silver Lake Advisory, LLCUnited States$0.252B103