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WESPAC Advisors SoCal, LLC: XLK position timeline

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

WESPAC Advisors SoCal, LLC held 56,117 XLK 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 56,117 shares
    Change vs previous 13F +34 shares

    1.99% of the 13F portfolio, value $10,984,879.

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

  2. period ended2026-06-30
    13F 56,083 shares
    Change vs previous 13F -1,752 shares

    1.92% of the 13F portfolio, value $10,684,910.

    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 57,835 shares
    Change vs previous 13F -4,976 shares

    1.63% of the 13F portfolio, value $7,686,303.

    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 62,811 shares
    Change vs previous 13F +31,301 shares

    1.82% of the 13F portfolio, value $9,042,934.

    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 31,510 shares
    Change vs previous 13F +363 shares

    1.8% of the 13F portfolio, value $8,881,502.

    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 31,147 shares
    Change vs previous 13F +12,671 shares

    1.76% of the 13F portfolio, value $7,887,392.

    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 18,476 shares
    Change vs previous 13F -7,423 shares

    0.99% of the 13F portfolio, value $3,814,954.

    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 25,899 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $6,022,095.

    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).