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WESPAC Advisors SoCal, LLC: KBWB position timeline

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

WESPAC Advisors SoCal, LLC held 11,616 KBWB 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 11,616 shares
    Change vs previous 13F -190 shares

    0.19% of the 13F portfolio, value $1,080,056.

    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 11,806 shares
    Change vs previous 13F -15,818 shares

    0.2% of the 13F portfolio, value $934,091.

    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 27,624 shares
    Change vs previous 13F +1,721 shares

    0.47% of the 13F portfolio, value $2,328,427.

    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 25,903 shares
    Change vs previous 13F +7,187 shares

    0.41% of the 13F portfolio, value $2,025,874.

    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 18,716 shares
    Change vs previous 13F -414 shares

    0.3% of the 13F portfolio, value $1,340,440.

    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 19,130 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,200,790.

    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).