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WESPAC Advisors SoCal, LLC: IAI position timeline

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

WESPAC Advisors SoCal, LLC held 57,067 IAI 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 57,067 shares
    Change vs previous 13F -1,100 shares

    1.82% of the 13F portfolio, value $10,051,700.

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

  2. period ended2026-06-30
    13F 58,167 shares
    Change vs previous 13F -1,543 shares

    1.83% of the 13F portfolio, value $10,198,356.

    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 59,710 shares
    Change vs previous 13F -39,057 shares

    2.08% of the 13F portfolio, value $9,803,162.

    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 98,767 shares
    Change vs previous 13F +1,361 shares

    3.57% of the 13F portfolio, value $17,715,925.

    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 97,406 shares
    Change vs previous 13F -841 shares

    3.5% of the 13F portfolio, value $17,229,125.

    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 98,247 shares
    Change vs previous 13F -230 shares

    3.71% of the 13F portfolio, value $16,617,494.

    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 98,477 shares
    Change vs previous 13F +6,005 shares

    3.59% of the 13F portfolio, value $13,797,653.

    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 92,472 shares
    Change vs previous 13F not available

    3.01% of the 13F portfolio, value $13,325,257.

    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).