Skip to content
Disclosery

WESTCO ADVISORY SERVICES INC /ADV: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WESTCO ADVISORY SERVICES INC /ADV on SPY, newest first. How the timeline and the estimate are built.

WESTCO ADVISORY SERVICES INC /ADV held 37,092 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,092 shares
    Change vs previous 13F -2,602 shares

    16.72% of the 13F portfolio, value $27,699,458.

    13F-HR 0002085853-26-000889 filed by WESTCO ADVISORY SERVICES INC /ADV
    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 39,694 shares
    Change vs previous 13F -929 shares

    16.6% of the 13F portfolio, value $25,814,818.

    13F-HR 0002085853-26-000578 filed by WESTCO ADVISORY SERVICES INC /ADV
    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 40,623 shares
    Change vs previous 13F not available

    17.02% of the 13F portfolio, value $27,701,859.

    13F-HR 0002085853-26-000588 filed by WESTCO ADVISORY SERVICES INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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