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CIK 0001668188 • 7 13F filings • May 6, 2025 – Oct 13, 2026
Import this data to Google Sheets with:
=jivedata("wespac-advisors-socal-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0001172661-25-004364 |
| $492.5M |
| View |
| Jul 16, 2026 | Q2 2026 | 13F-HR | 0001172661-26-002638 | $560.3M | View |
| Jul 30, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002787 | $448.2M | View |
| Apr 15, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001497 | $470.2M | View |
| May 6, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001583 | $383.9M | View |