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WESPAC Advisors SoCal, LLC: URA position timeline

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

WESPAC Advisors SoCal, LLC held 0 URA shares at 2025-06-30 per its 13F-HR filed 2025-07-30.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -69,894 shares

    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).

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

  2. period ended2025-03-31
    13F 69,894 shares
    Change vs previous 13F +3,163 shares

    0.42% of the 13F portfolio, value $1,601,982.

    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).

  3. period ended2024-12-31
    13F 66,731 shares
    Change vs previous 13F +36,546 shares

    0.4% of the 13F portfolio, value $1,787,063.

    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).

  4. period ended2024-09-30
    13F 30,185 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $863,600.

    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).