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WESPAC Advisors, LLC: IYZ position timeline

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

WESPAC Advisors, LLC held 33,007 IYZ 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 33,007 shares
    Change vs previous 13F +6,898 shares

    0.68% of the 13F portfolio, value $1,396,526.

    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 26,109 shares
    Change vs previous 13F -39,226 shares

    0.56% of the 13F portfolio, value $1,026,606.

    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 65,335 shares
    Change vs previous 13F -6,749 shares

    1.2% of the 13F portfolio, value $2,214,857.

    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 72,084 shares
    Change vs previous 13F -431 shares

    1.36% of the 13F portfolio, value $2,325,430.

    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 72,515 shares
    Change vs previous 13F +35,277 shares

    1.51% of the 13F portfolio, value $2,159,497.

    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 37,238 shares
    Change vs previous 13F -15,579 shares

    0.83% of the 13F portfolio, value $1,019,949.

    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 52,817 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $1,417,080.

    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).