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WESPAC Advisors SoCal, LLC: XLI position timeline

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

WESPAC Advisors SoCal, LLC held 0 XLI 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 0 shares
    Change vs previous 13F -1,236 shares

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-06-30
    13F 1,236 shares
    Change vs previous 13F -197 shares

    0.04% of the 13F portfolio, value $228,944.

    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 1,433 shares
    Change vs previous 13F -218 shares

    0.05% of the 13F portfolio, value $231,759.

    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 1,651 shares
    Change vs previous 13F -846 shares

    0.05% of the 13F portfolio, value $256,103.

    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 2,497 shares
    Change vs previous 13F -217 shares

    0.08% of the 13F portfolio, value $385,112.

    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 2,714 shares
    Change vs previous 13F -394 shares

    0.09% of the 13F portfolio, value $400,296.

    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 3,108 shares
    Change vs previous 13F -6,370 shares

    0.11% of the 13F portfolio, value $407,300.

    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 9,478 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,248,774.

    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).