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WESPAC Advisors, LLC: OBDC position timeline

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

WESPAC Advisors, LLC held 44,628 OBDC 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 44,628 shares
    Change vs previous 13F -6,260 shares

    0.24% of the 13F portfolio, value $485,106.

    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 50,888 shares
    Change vs previous 13F -60,135 shares

    0.31% of the 13F portfolio, value $562,821.

    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 111,023 shares
    Change vs previous 13F -11,625 shares

    0.75% of the 13F portfolio, value $1,380,016.

    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 122,648 shares
    Change vs previous 13F +8,991 shares

    0.92% of the 13F portfolio, value $1,566,215.

    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 113,657 shares
    Change vs previous 13F +1,498 shares

    1.14% of the 13F portfolio, value $1,629,841.

    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 112,159 shares
    Change vs previous 13F -1,803 shares

    1.34% of the 13F portfolio, value $1,644,251.

    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 113,962 shares
    Change vs previous 13F +6,576 shares

    1.27% of the 13F portfolio, value $1,723,105.

    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 107,386 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $1,564,614.

    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).