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WESPAC Advisors SoCal, LLC: JMBS position timeline

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

WESPAC Advisors SoCal, LLC held 279,670 JMBS shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 279,670 shares
    Change vs previous 13F +82,655 shares

    2.26% of the 13F portfolio, value $12,582,353.

    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).

  2. period ended2026-03-31
    13F 197,015 shares
    Change vs previous 13F +29,897 shares

    1.89% of the 13F portfolio, value $8,901,138.

    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).

  3. period ended2025-12-31
    13F 167,118 shares
    Change vs previous 13F +8,880 shares

    1.54% of the 13F portfolio, value $7,635,621.

    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).

  4. period ended2025-09-30
    13F 158,238 shares
    Change vs previous 13F +3,443 shares

    1.47% of the 13F portfolio, value $7,226,729.

    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).

  5. period ended2025-06-30
    13F 154,795 shares
    Change vs previous 13F +18,008 shares

    1.56% of the 13F portfolio, value $6,973,515.

    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).

  6. period ended2025-03-31
    13F 136,787 shares
    Change vs previous 13F +67,755 shares

    1.61% of the 13F portfolio, value $6,182,772.

    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).

  7. period ended2024-12-31
    13F 69,032 shares
    Change vs previous 13F +14,312 shares

    0.69% of the 13F portfolio, value $3,049,834.

    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).

  8. period ended2024-09-30
    13F 54,720 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $2,552,688.

    13F-HR 0001172661-24-004488 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).