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WESCAP Management Group, Inc.: XSOE position timeline

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

WESCAP Management Group, Inc. held 183,570 XSOE 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 183,570 shares
    Change vs previous 13F -2,930 shares

    1.68% of the 13F portfolio, value $9,028,016.

    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 186,500 shares
    Change vs previous 13F +7,641 shares

    1.47% of the 13F portfolio, value $7,478,686.

    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 178,859 shares
    Change vs previous 13F -2,034 shares

    1.41% of the 13F portfolio, value $6,979,105.

    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 180,893 shares
    Change vs previous 13F -5,845 shares

    1.44% of the 13F portfolio, value $6,863,107.

    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 186,738 shares
    Change vs previous 13F +6,021 shares

    1.47% of the 13F portfolio, value $6,438,721.

    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 180,717 shares
    Change vs previous 13F -8,789 shares

    1.36% of the 13F portfolio, value $5,578,737.

    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).

  7. period ended2024-12-31
    13F 189,506 shares
    Change vs previous 13F -3,372 shares

    1.4% of the 13F portfolio, value $5,776,156.

    13F-HR 0001172661-25-000712 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).

  8. period ended2024-09-30
    13F 192,878 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $6,370,745.

    13F-HR 0001172661-24-004930 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).