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WESPAC Advisors SoCal, LLC: KCE position timeline

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

WESPAC Advisors SoCal, LLC held 12,919 KCE 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 12,919 shares
    Change vs previous 13F +78 shares

    0.34% of the 13F portfolio, value $1,902,134.

    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 12,841 shares
    Change vs previous 13F -7,358 shares

    0.38% of the 13F portfolio, value $1,766,922.

    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 20,199 shares
    Change vs previous 13F +8,461 shares

    0.61% of the 13F portfolio, value $3,028,420.

    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 11,738 shares
    Change vs previous 13F -172 shares

    0.36% of the 13F portfolio, value $1,794,153.

    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 11,910 shares
    Change vs previous 13F -209 shares

    0.39% of the 13F portfolio, value $1,726,116.

    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 12,119 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,529,054.

    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).