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WESPAC Advisors, LLC: IVV position timeline

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

WESPAC Advisors, LLC held 7,201 IVV 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 7,201 shares
    Change vs previous 13F -1,334 shares

    2.63% of the 13F portfolio, value $5,392,914.

    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 8,535 shares
    Change vs previous 13F -5,008 shares

    3.05% of the 13F portfolio, value $5,575,143.

    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 13,543 shares
    Change vs previous 13F +3,026 shares

    5.03% of the 13F portfolio, value $9,276,222.

    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 10,517 shares
    Change vs previous 13F +4,651 shares

    4.11% of the 13F portfolio, value $7,038,736.

    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 5,866 shares
    Change vs previous 13F -1,770 shares

    2.55% of the 13F portfolio, value $3,642,104.

    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 7,636 shares
    Change vs previous 13F +572 shares

    3.5% of the 13F portfolio, value $4,290,448.

    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 7,064 shares
    Change vs previous 13F +574 shares

    3.06% of the 13F portfolio, value $4,158,517.

    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 6,490 shares
    Change vs previous 13F not available

    2.77% of the 13F portfolio, value $3,743,325.

    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).