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WESCAP Management Group, Inc.: XMVM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WESCAP Management Group, Inc. on XMVM, newest first. How the timeline and the estimate are built.

WESCAP Management Group, Inc. held 39,904 XMVM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,904 shares
    Change vs previous 13F +15,106 shares

    0.53% of the 13F portfolio, value $2,829,992.

    13F-HR 0001172661-26-003260 filed by WESCAP Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 24,798 shares
    Change vs previous 13F +19,843 shares

    0.32% of the 13F portfolio, value $1,614,846.

    13F-HR 0001172661-26-001721 filed by WESCAP Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 4,955 shares
    Change vs previous 13F -63 shares

    0.06% of the 13F portfolio, value $317,913.

    13F-HR 0001172661-26-000614 filed by WESCAP Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 5,018 shares
    Change vs previous 13F +87 shares

    0.06% of the 13F portfolio, value $309,254.

    13F-HR 0001172661-25-004597 filed by WESCAP Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,931 shares
    Change vs previous 13F -1,187 shares

    0.06% of the 13F portfolio, value $274,291.

    13F-HR 0001172661-25-002923 filed by WESCAP Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 6,118 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $322,689.

    13F-HR 0001172661-25-001717 filed by WESCAP Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).