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WESPAC Advisors, LLC: CLOI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WESPAC Advisors, LLC on CLOI, newest first. How the timeline and the estimate are built.

WESPAC Advisors, LLC held 8,807 CLOI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,807 shares
    Change vs previous 13F +3,884 shares

    0.23% of the 13F portfolio, value $466,331.

    13F-HR 0001484540-26-000005 filed by WESPAC Advisors, LLC
    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 4,923 shares
    Change vs previous 13F -48,705 shares

    0.14% of the 13F portfolio, value $259,442.

    13F-HR 0001484540-26-000002 filed by WESPAC Advisors, LLC
    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 53,628 shares
    Change vs previous 13F +41,435 shares

    1.54% of the 13F portfolio, value $2,832,095.

    13F-HR 0001484540-26-000001 filed by WESPAC Advisors, LLC
    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 12,193 shares
    Change vs previous 13F +5,721 shares

    0.38% of the 13F portfolio, value $647,448.

    13F-HR 0001484540-25-000005 filed by WESPAC Advisors, LLC
    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 6,472 shares
    Change vs previous 13F -53,327 shares

    0.24% of the 13F portfolio, value $342,675.

    13F-HR 0001085146-25-004096 filed by WESPAC Advisors, LLC
    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 59,799 shares
    Change vs previous 13F +6,704 shares

    2.57% of the 13F portfolio, value $3,159,785.

    13F-HR 0001085146-25-002508 filed by WESPAC Advisors, LLC
    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 53,095 shares
    Change vs previous 13F -1,379 shares

    2.06% of the 13F portfolio, value $2,801,849.

    13F-HR 0001085146-25-000720 filed by WESPAC Advisors, LLC
    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 54,474 shares
    Change vs previous 13F not available

    2.14% of the 13F portfolio, value $2,889,312.

    13F-HR 0001085146-24-005558 filed by WESPAC Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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