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Disclosery

WESPAC Advisors, LLC: IYW position timeline

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

WESPAC Advisors, LLC held 0 IYW shares at 2025-03-31 per its 13F-HR filed 2025-05-01.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -11,769 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F 11,769 shares
    Change vs previous 13F +5,696 shares

    1.38% of the 13F portfolio, value $1,877,391.

    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).

  3. period ended2024-09-30
    13F 6,073 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $920,788.

    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).