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WESPAC Advisors SoCal, LLC: AVUV position timeline

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

WESPAC Advisors SoCal, LLC held 124,533 AVUV shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 124,533 shares
    Change vs previous 13F +3,515 shares

    2.66% of the 13F portfolio, value $14,666,308.

    13F-HR 0001172661-26-004511 filed by WESPAC Advisors SoCal, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 121,018 shares
    Change vs previous 13F +5,456 shares

    2.71% of the 13F portfolio, value $15,098,205.

    13F-HR 0001172661-26-002638 filed by WESPAC Advisors SoCal, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 115,562 shares
    Change vs previous 13F -2,669 shares

    2.71% of the 13F portfolio, value $12,766,176.

    13F-HR 0001172661-26-001497 filed by WESPAC Advisors SoCal, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 118,231 shares
    Change vs previous 13F +1,107 shares

    2.43% of the 13F portfolio, value $12,057,220.

    13F-HR 0001172661-26-000026 filed by WESPAC Advisors SoCal, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 117,124 shares
    Change vs previous 13F +51,671 shares

    2.37% of the 13F portfolio, value $11,657,312.

    13F-HR 0001172661-25-004364 filed by WESPAC Advisors SoCal, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 65,453 shares
    Change vs previous 13F +27,396 shares

    1.33% of the 13F portfolio, value $5,962,731.

    13F-HR 0001172661-25-002787 filed by WESPAC Advisors SoCal, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 38,057 shares
    Change vs previous 13F -107,122 shares

    0.86% of the 13F portfolio, value $3,317,454.

    13F-HR 0001172661-25-001583 filed by WESPAC Advisors SoCal, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 145,179 shares
    Change vs previous 13F not available

    3.17% of the 13F portfolio, value $14,014,156.

    13F-HR 0001172661-25-000357 filed by WESPAC Advisors SoCal, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).