Hazlett, Burt & Watson, Inc. has filed its latest 13F-HR report, detailing its investment holdings as of September 30, 2026. This filing is significant as it provides insights into the company's investment strategies and positions in various securities.
According to the filing, the company reported a total of 15,956 shares valued at approximately $387,358. This reflects the firm's ongoing commitment to navigating the financial services sector effectively.
Company Background
Hazlett, Burt & Watson, Inc. is a financial services firm based in Wheeling, West Virginia. The company, with a Central Index Key (CIK) of 0000046392, is categorized under the financial services sector. The firm primarily engages in investment management and advisory services.
What the Filing Says
The filing states, "The report period is as of September 30, 2026," and confirms the total shares and value held by the company. It highlights the firm's strategic investments and positions in various securities.
Impact
This update may affect various stakeholders, including investors, analysts, and competitors in the financial services sector. The insights provided in the filing can influence market perceptions and investment strategies within the industry.
What's Next
The filing does not say what happens next.
Investment Holdings
The 13F-HR filing reveals that Hazlett, Burt & Watson, Inc. has invested in a diverse range of securities. Notable holdings include shares in 3M Co, Abbott Laboratories, and AbbVie Inc, among others. For instance, the company holds 72 shares of 3M Co, valued at approximately $12, and 99 shares of Abbott Laboratories, valued at $10. The firm also has a significant position in AbbVie Inc, with 275 shares valued at $72.
Detailed Holdings
The detailed information table in the filing lists multiple securities, highlighting the investment discretion as 'SOLE' for all reported holdings. This indicates that Hazlett, Burt & Watson, Inc. has full control over these investments. The total number of positions reported amounts to 15,956 shares across various issuers, with a total value of $387,358.
Contact Information
For further inquiries, stakeholders can reach out to the firm via their business address at 1300 Chapline Street, Wheeling, WV 26003, or contact them by phone at 304-233-3312.
Omitted Information
The filing does not provide insights into the specific investment strategies employed by Hazlett, Burt & Watson, Inc., nor does it detail any changes in their investment positions compared to prior filings. Additionally, there is no mention of future investment plans or market outlooks.
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