HAZLETT, BURT & WATSON, INC.

All 13F Filings

Location
Wheeling, WV
Most recent 13F
Q2 2026
Holdings value ($000)
376,686
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/30/2026 909 376,686 13F-HR HAZLETT, BURT & WATSON, INC.
Q1 2026 5/14/2026 923 319,780 13F-HR HAZLETT, BURT & WATSON, INC.
Q4 2025 2/10/2026 931 313,114 13F-HR HAZLETT, BURT & WATSON, INC.
Q3 2025 11/4/2025 893 283,134 13F-HR HAZLETT, BURT & WATSON, INC.
Q2 2025 7/25/2025 822 244,153 13F-HR HAZLETT, BURT & WATSON, INC.
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 119 (0.0% of total reported value) · QoQ Δ: +60
Type Value ($000) Share % Inflow Outflow Net
Stocks 246.6 K 65.5% 34.4 K 0 34.4 K
ETFs 129.8 K 34.5% 22.76 K 0 22.76 K
Debt 127 0.0% 0 238 -238
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Fund Snapshot

Q2 2026
Latest filed
7/30/2026
Total value ($000)
376,686
Holdings
909
QoQ value change ($000)
56,906 (17.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.