Position in WBS
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$221,796
New position
Shares Held
3,195
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026WESPAC Advisors, LLC holds $823,212 across 3 Banks - Regional names.
All Filings in WBS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $221,796 | 3,195 | Shares | Sole | 2026-04-29 | |
| No filing history on record for this holder in this stock. | ||||||