Weitzel Financial Services, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Oct 31, 2024
Value $
$213M
Signature - Title
Jacqueline Stoffel - Operations Manager
Location
Dubuque, IA
Summary
This page shows a list of all the recent 13F filings made by Weitzel Financial Services, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Weitzel Financial Services, Inc. reported 41 stock holdings with total value $213M as of Q3 2024. Top holdings included SPTM, VEA, SCHD, BNDX, and SPAB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 41 $213M +$3.48M -$1.69M +$1.8M SPTM, VEA, SCHD, BNDX, SPAB 13F-HR 10/31/2024, 05:05 PM
Q2 2024 42 $200M +$3.05M -$927K +$2.12M SPTM, VEA, SCHD, BNDX, SPAB 13F-HR 8/6/2024, 04:15 PM
Q1 2024 41 $198M +$10.2M -$6.35M +$3.84M SPTM, VEA, SCHD, BNDX, SPAB 13F-HR 4/10/2024, 03:41 PM
Q4 2023 39 $186M +$2.84M -$3.34M -$500K SPTM, VEA, BNDX, LMBS, SCHD 13F-HR 2/14/2024, 03:38 PM
Q3 2023 38 $171M +$21.3M -$17.9M +$3.45M SPTM, VEA, LMBS, BNDX, SCHD 13F-HR 11/9/2023, 11:25 AM
Q2 2023 38 $176M +$6.55M -$546K +$6M SPTM, VEA, VDC, LMBS, BNDX 13F-HR 7/7/2023, 11:59 AM
Q1 2023 38 $166M +$8.86M -$5.55M +$3.31M SPTM, VEA, VDC, LMBS, BNDX 13F-HR 4/5/2023, 01:46 PM
Q4 2022 31 $157M +$11.1M -$6.5M +$4.56M SPTM, VEA, VDC, LMBS, BNDX 13F-HR 2/10/2023, 02:32 PM
Q3 2022 35 $142M +$4.38M -$2.64M +$1.74M SPTM, VEA, LMBS, VDC, BNDX 13F-HR 10/21/2022, 02:46 PM
Q2 2022 34 $148M +$32.5M -$22.8M +$9.67M SPTM, VEA, LMBS, VDC, BNDX 13F-HR 7/11/2022, 05:28 PM
Q1 2022 33 $157M +$12.5M -$6.11M +$6.36M SPTM, VEA, SPAB, BNDX, LMBS 13F-HR 4/7/2022, 04:03 PM
Q4 2021 32 $110M +$6.28M -$183K +$6.09M VEA, SPAB, LMBS, BNDX, MUB 13F-HR 1/13/2022, 04:19 PM
Q3 2021 28 $104M +$398K -$458M -$458M VEA, SPAB, LMBS, BNDX, EMB 13F-HR 10/7/2021, 03:26 PM
Q2 2021 29 $523M $0 $0 SPAB, QQQJ 13F-HR 7/27/2021, 12:23 PM
Q1 2021 26 $143M +$8.21M -$875K +$7.34M SPTM, VEA, SPAB, SPYV, LMBS 13F-HR 5/14/2021, 12:10 PM
Q4 2020 27 $134M $0 $0 SPTM, VEA, SPAB, SPYV, LMBS 13F-HR 2/22/2021, 04:09 PM