Western Pacific Wealth Management, LP: ICE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Western Pacific Wealth Management, LP on ICE, newest first. How the timeline and the estimate are built.
Western Pacific Wealth Management, LP held 2,985 ICE shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 2,985 sharesChange vs previous 13F 0 shares
0.33% of the 13F portfolio, value $367,483.
13F-HR 0001104659-26-092621 filed by Western Pacific Wealth Management, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,985 sharesChange vs previous 13F 0 shares
0.48% of the 13F portfolio, value $469,481.
13F-HR 0001104659-26-044774 filed by Western Pacific Wealth Management, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,985 sharesChange vs previous 13F +965 shares
0.47% of the 13F portfolio, value $483,451.
13F-HR 0001104659-26-010210 filed by Western Pacific Wealth Management, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,020 sharesChange vs previous 13F 0 shares
0.33% of the 13F portfolio, value $340,330.
13F-HR 0001104659-25-101147 filed by Western Pacific Wealth Management, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,020 sharesChange vs previous 13F 0 shares
0.36% of the 13F portfolio, value $370,609.
13F-HR 0001104659-25-066955 filed by Western Pacific Wealth Management, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,020 sharesChange vs previous 13F -685 shares
0.32% of the 13F portfolio, value $348,450.
13F-HR 0001104659-25-035904 filed by Western Pacific Wealth Management, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,705 sharesChange vs previous 13F +945 shares
0.33% of the 13F portfolio, value $403,072.
13F-HR 0001104659-25-005890 filed by Western Pacific Wealth Management, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,760 sharesChange vs previous 13F not available
0.19% of the 13F portfolio, value $282,726.
13F-HR 0001104659-24-113036 filed by Western Pacific Wealth Management, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).