Current Market Value 142,981,967
Current Holdings 171
Most Recent File Date 2025-07-23
Total Filings on Record 49
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by WESPAC Advisors, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

Upgrade to unlock premium data.

File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-23 2025-06-30 13F-HR 171 142,982
2025-05-01 2025-03-31 13F-HR 153 122,712
2025-02-04 2024-12-31 13F-HR 160 135,898
2024-11-12 2024-09-30 13F-HR 150 135,125
2024-07-30 2024-06-30 13F-HR 142 127,772
2024-04-24 2024-03-31 13F-HR 167 171,733
2024-01-26 2023-12-31 13F-HR 152 144,022
2023-10-26 2023-09-30 13F-HR 143 133,691
2023-07-28 2023-06-30 13F-HR 125 124,818
2023-04-27 2023-03-31 13F-HR 108 106,286
2023-02-01 2022-12-31 13F-HR 63 57,749
2022-10-18 2022-09-30 13F-HR 77 74,275
2022-08-01 2022-06-30 13F-HR 87 131,168
2022-04-27 2022-03-31 13F-HR 100 92,403
2022-01-28 2021-12-31 13F-HR 143 149,374
2021-10-14 2021-09-30 13F-HR 168 162,184
2021-08-03 2021-06-30 13F-HR 96 52,248
2021-05-10 2021-03-31 13F-HR 161 133,822
2021-02-02 2020-12-31 13F-HR 142 129,527
2020-10-27 2020-09-30 13F-HR 86 80,745
2020-07-22 2020-06-30 13F-HR 100 88,146
2020-04-22 2020-03-31 13F-HR 49 41,682
2020-02-07 2019-12-31 13F-HR 95 102,058
2019-10-28 2019-09-30 13F-HR 95 100,365
2019-07-23 2019-06-30 13F-HR 106 134,070
2019-04-19 2019-03-31 13F-HR 125 144,728
2019-01-31 2018-12-31 13F-HR 99 103,142
2018-11-02 2018-09-30 13F-HR 147 171,413
2018-08-08 2018-06-30 13F-HR 104 96,932
2018-05-08 2018-03-31 13F-HR 145 163,776
2018-01-30 2017-12-31 13F-HR 119 107,777
2017-10-24 2017-09-30 13F-HR 138 151,585
2017-08-10 2017-06-30 13F-HR 132 146,219
2017-05-05 2017-03-31 13F-HR 107 86,635
2017-02-01 2016-12-31 13F-HR 105 89,088
2016-10-17 2016-09-30 13F-HR 102 88,516
2016-07-26 2016-06-30 13F-HR 104 96,721
2016-04-25 2016-03-31 13F-HR 91 80,426
2016-02-04 2015-12-31 13F-HR 87 86,385
2015-11-03 2015-09-30 13F-HR 64 56,966
2015-07-16 2015-06-30 13F-HR 113 133,150
2015-04-27 2015-03-31 13F-HR 116 132,014
2015-02-10 2014-12-31 13F-HR 119 142,649
2014-10-17 2014-09-30 13F-HR 129 124,662
2014-07-31 2014-06-30 13F-HR 110 87,782
2014-04-30 2014-03-31 13F-HR 134 115,451
2014-02-03 2013-12-31 13F-HR 144 120,186
2013-10-31 2013-09-30 13F-HR 110 85,764
2013-07-22 2013-06-30 13F-HR 99 65,825