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WESPAC Advisors, LLC: XLV position timeline

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

WESPAC Advisors, LLC held 4,299 XLV 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 4,299 shares
    Change vs previous 13F -128 shares

    0.33% of the 13F portfolio, value $682,079.

    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 4,427 shares
    Change vs previous 13F -6,604 shares

    0.36% of the 13F portfolio, value $649,042.

    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 11,031 shares
    Change vs previous 13F +8,449 shares

    0.93% of the 13F portfolio, value $1,707,599.

    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 2,582 shares
    Change vs previous 13F -10 shares

    0.21% of the 13F portfolio, value $359,337.

    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 2,592 shares
    Change vs previous 13F -810 shares

    0.24% of the 13F portfolio, value $349,376.

    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 3,402 shares
    Change vs previous 13F -197 shares

    0.4% of the 13F portfolio, value $496,726.

    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 3,599 shares
    Change vs previous 13F -9,294 shares

    0.36% of the 13F portfolio, value $495,126.

    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 12,893 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $1,985,792.

    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).