Skip to content
Disclosery

WESPAC Advisors SoCal, LLC: JEPI position timeline

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

WESPAC Advisors SoCal, LLC held 6,061 JEPI 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 6,061 shares
    Change vs previous 13F +109 shares

    0.06% of the 13F portfolio, value $340,749.

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

  2. period ended2026-06-30
    13F 5,952 shares
    Change vs previous 13F +254 shares

    0.06% of the 13F portfolio, value $336,169.

    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 5,698 shares
    Change vs previous 13F +1,520 shares

    0.07% of the 13F portfolio, value $322,963.

    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 4,178 shares
    Change vs previous 13F +174 shares

    0.05% of the 13F portfolio, value $239,149.

    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 4,004 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $228,628.

    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).