Loading…
CIK 0002009211 • 7 13F filings • Apr 22, 2025 – Oct 13, 2026
Import this data to Google Sheets with:
=jivedata("wetzel-investment-advisors-inc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0002009211-25-000006 |
| $234.3M |
| View |
| Jul 23, 2026 | Q2 2026 | 13F-HR | 0002009211-26-000004 | $288.7M | View |
| Jul 18, 2025 | Q2 2025 | 13F-HR | 0002009211-25-000003 | $218.7M | View |
| Apr 22, 2026 | Q1 2026 | 13F-HR | 0002009211-26-000003 | $251.5M | View |
| Apr 22, 2025 | Q1 2025 | 13F-HR | 0001998574-25-000003 | $198.4M | View |