WESPAC Advisors SoCal, LLC: XLV position timeline

WESPAC Advisors SoCal, LLC held 78,200 XLV 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 78,200 shares

   Change vs previous 13F +8,784 shares

   2.39% of the 13F portfolio, value $13,170,492.

   13F-HR 0001172661-26-004511 filed by WESPAC Advisors SoCal, LLC
   Accepted 2026-10-13 18:21:31 UTC, ingested 2026-10-13 18:22:13 UTC

2. period ended2026-06-30

   13F 69,416 shares

   Change vs previous 13F +3,201 shares

   1.97% of the 13F portfolio, value $11,013,578.

   13F-HR 0001172661-26-002638 filed by WESPAC Advisors SoCal, LLC
   Filed 2026-07-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2026-03-31

   13F 66,215 shares

   Change vs previous 13F +4,757 shares

   2.06% of the 13F portfolio, value $9,707,783.

   13F-HR 0001172661-26-001497 filed by WESPAC Advisors SoCal, LLC
   Filed 2026-04-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-12-31

   13F 61,458 shares

   Change vs previous 13F +2,059 shares

   1.92% of the 13F portfolio, value $9,513,678.

   13F-HR 0001172661-26-000026 filed by WESPAC Advisors SoCal, LLC
   Filed 2026-01-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-09-30

   13F 59,399 shares

   Change vs previous 13F -22,140 shares

   1.68% of the 13F portfolio, value $8,266,517.

   13F-HR 0001172661-25-004364 filed by WESPAC Advisors SoCal, LLC
   Filed 2025-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-06-30

   13F 81,539 shares

   Change vs previous 13F -22,386 shares

   2.45% of the 13F portfolio, value $10,990,702.

   13F-HR 0001172661-25-002787 filed by WESPAC Advisors SoCal, LLC
   Filed 2025-07-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2025-03-31

   13F 103,925 shares

   Change vs previous 13F +11,630 shares

   3.95% of the 13F portfolio, value $15,174,111.

   13F-HR 0001172661-25-001583 filed by WESPAC Advisors SoCal, LLC
   Filed 2025-05-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-12-31

   13F 92,295 shares

   Change vs previous 13F not available

   2.87% of the 13F portfolio, value $12,697,043.

   13F-HR 0001172661-25-000357 filed by WESPAC Advisors SoCal, LLC
   Filed 2025-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).