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WESPAC Advisors SoCal, LLC: GRID position timeline

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

WESPAC Advisors SoCal, LLC held 75,086 GRID 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 75,086 shares
    Change vs previous 13F +4,778 shares

    2.41% of the 13F portfolio, value $13,298,551.

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

  2. period ended2026-06-30
    13F 70,308 shares
    Change vs previous 13F +3,159 shares

    2.42% of the 13F portfolio, value $13,481,531.

    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 67,149 shares
    Change vs previous 13F +14,561 shares

    2.34% of the 13F portfolio, value $10,984,194.

    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 52,588 shares
    Change vs previous 13F +32,351 shares

    1.62% of the 13F portfolio, value $8,046,953.

    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 20,237 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $3,057,406.

    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).