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WESPAC Advisors SoCal, LLC: VUG position timeline

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

WESPAC Advisors SoCal, LLC held 35,667 VUG 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 35,667 shares
    Change vs previous 13F +134 shares

    0.58% of the 13F portfolio, value $3,213,946.

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

  2. period ended2026-06-30
    13F 35,533 shares
    Change vs previous 13F +31,033 shares

    0.55% of the 13F portfolio, value $3,060,805.

    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 4,500 shares
    Change vs previous 13F -1,136 shares

    0.42% of the 13F portfolio, value $1,965,709.

    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 5,636 shares
    Change vs previous 13F +639 shares

    0.55% of the 13F portfolio, value $2,749,809.

    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).

  5. period ended2025-09-30
    13F 4,997 shares
    Change vs previous 13F +394 shares

    0.49% of the 13F portfolio, value $2,396,797.

    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 4,603 shares
    Change vs previous 13F -3,113 shares

    0.45% of the 13F portfolio, value $2,018,120.

    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).

  7. period ended2025-03-31
    13F 7,716 shares
    Change vs previous 13F -2,270 shares

    0.75% of the 13F portfolio, value $2,861,386.

    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).

  8. period ended2024-12-31
    13F 9,986 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $4,098,804.

    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).