WESPAC Advisors SoCal, LLC: VRT position timeline

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

WESPAC Advisors SoCal, LLC held 9,174 VRT shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

period ended2026-06-30
13F 9,174 shares
Change vs previous 13F +881 shares
0.55% of the 13F portfolio, value $3,071,639.
13F-HR 0001172661-26-002638 filed by WESPAC Advisors SoCal, LLC
Filed 2026-07-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 8,293 shares
Change vs previous 13F not available
0.44% of the 13F portfolio, value $2,078,060.
13F-HR 0001172661-26-001497 filed by WESPAC Advisors SoCal, LLC
Filed 2026-04-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).