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WESPAC Advisors SoCal, LLC: XAR position timeline

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

WESPAC Advisors SoCal, LLC held 51,543 XAR 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 51,543 shares
    Change vs previous 13F +1,118 shares

    2.16% of the 13F portfolio, value $11,919,315.

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

  2. period ended2026-06-30
    13F 50,425 shares
    Change vs previous 13F +1,061 shares

    2.57% of the 13F portfolio, value $14,310,073.

    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 49,364 shares
    Change vs previous 13F -554 shares

    2.67% of the 13F portfolio, value $12,537,423.

    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 49,918 shares
    Change vs previous 13F -281 shares

    2.43% of the 13F portfolio, value $12,042,153.

    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 50,199 shares
    Change vs previous 13F -404 shares

    2.39% of the 13F portfolio, value $11,794,670.

    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 50,603 shares
    Change vs previous 13F +15,128 shares

    2.38% of the 13F portfolio, value $10,674,227.

    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 35,475 shares
    Change vs previous 13F +2,891 shares

    1.48% of the 13F portfolio, value $5,700,478.

    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 32,584 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $5,403,079.

    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).