Skip to content
Disclosery

WESPAC Advisors SoCal, LLC: XLC position timeline

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

WESPAC Advisors SoCal, LLC held 22,567 XLC shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,567 shares
    Change vs previous 13F -332 shares

    0.43% of the 13F portfolio, value $2,417,549.

    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).

  2. period ended2026-03-31
    13F 22,899 shares
    Change vs previous 13F -917 shares

    0.54% of the 13F portfolio, value $2,538,528.

    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).

  3. period ended2025-12-31
    13F 23,816 shares
    Change vs previous 13F -1,228 shares

    0.57% of the 13F portfolio, value $2,803,561.

    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).

  4. period ended2025-09-30
    13F 25,044 shares
    Change vs previous 13F +232 shares

    0.6% of the 13F portfolio, value $2,964,399.

    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).

  5. period ended2025-06-30
    13F 24,812 shares
    Change vs previous 13F -14,476 shares

    0.6% of the 13F portfolio, value $2,692,792.

    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).

  6. period ended2025-03-31
    13F 39,288 shares
    Change vs previous 13F +3,041 shares

    0.99% of the 13F portfolio, value $3,789,279.

    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).

  7. period ended2024-12-31
    13F 36,247 shares
    Change vs previous 13F -15,466 shares

    0.79% of the 13F portfolio, value $3,509,043.

    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).

  8. period ended2024-09-30
    13F 51,713 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $4,674,828.

    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).