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WESPAC Advisors SoCal, LLC: XLU position timeline

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

WESPAC Advisors SoCal, LLC held 79,994 XLU 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 79,994 shares
    Change vs previous 13F +568 shares

    0.57% of the 13F portfolio, value $3,154,980.

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

  2. period ended2026-06-30
    13F 79,426 shares
    Change vs previous 13F -314 shares

    0.65% of the 13F portfolio, value $3,601,194.

    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 79,740 shares
    Change vs previous 13F -928 shares

    0.78% of the 13F portfolio, value $3,659,281.

    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 80,668 shares
    Change vs previous 13F +49,219 shares

    0.69% of the 13F portfolio, value $3,443,704.

    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 31,449 shares
    Change vs previous 13F -4 shares

    0.56% of the 13F portfolio, value $2,742,647.

    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 31,453 shares
    Change vs previous 13F +8,593 shares

    0.57% of the 13F portfolio, value $2,568,433.

    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 22,860 shares
    Change vs previous 13F +3 shares

    0.47% of the 13F portfolio, value $1,802,493.

    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 22,857 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,730,017.

    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).