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WESPAC Advisors SoCal, LLC: XBI position timeline

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

WESPAC Advisors SoCal, LLC held 16,270 XBI 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 16,270 shares
    Change vs previous 13F +1,656 shares

    0.47% of the 13F portfolio, value $2,565,454.

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

  2. period ended2026-06-30
    13F 14,614 shares
    Change vs previous 13F +756 shares

    0.41% of the 13F portfolio, value $2,312,666.

    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 13,858 shares
    Change vs previous 13F +8,816 shares

    0.38% of the 13F portfolio, value $1,770,082.

    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 5,042 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $614,771.

    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).