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WESPAC Advisors SoCal, LLC: MTUM position timeline

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

WESPAC Advisors SoCal, LLC held 948 MTUM 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 948 shares
    Change vs previous 13F +51 shares

    0.05% of the 13F portfolio, value $300,838.

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

  2. period ended2026-06-30
    13F 897 shares
    Change vs previous 13F +46 shares

    0.06% of the 13F portfolio, value $307,519.

    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 851 shares
    Change vs previous 13F +851 shares

    0.04% of the 13F portfolio, value $204,231.

    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 0 shares
    Change vs previous 13F -1,260 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-09-30
    13F 1,260 shares
    Change vs previous 13F +121 shares

    0.07% of the 13F portfolio, value $323,127.

    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 1,139 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $273,724.

    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).