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Disclosery

WESPAC Advisors, LLC: XLU position timeline

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

WESPAC Advisors, LLC held 5,122 XLU 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 5,122 shares
    Change vs previous 13F -14,606 shares

    0.11% of the 13F portfolio, value $232,231.

    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 19,728 shares
    Change vs previous 13F +6,226 shares

    0.5% of the 13F portfolio, value $905,318.

    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 13,502 shares
    Change vs previous 13F +9,145 shares

    0.31% of the 13F portfolio, value $576,400.

    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 4,357 shares
    Change vs previous 13F -7,882 shares

    0.22% of the 13F portfolio, value $379,974.

    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 12,239 shares
    Change vs previous 13F +7,177 shares

    0.7% of the 13F portfolio, value $999,437.

    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 5,062 shares
    Change vs previous 13F +5,062 shares

    0.33% of the 13F portfolio, value $399,139.

    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 0 shares
    Change vs previous 13F -24,145 shares

    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).

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

  8. period ended2024-09-30
    13F 24,145 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $1,950,433.

    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).