WESPAC Advisors SoCal, LLC

SEC CIK: 0001668188
Latest filing: Jul 16, 2026

SEC filings (opens in a new tab)

MS holding history

Morgan Stanley in every 13F filed by WESPAC Advisors SoCal, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MS overview All 13F holders of MS Full Q2 2026 holdings

Shares (Q2 2026): 7,428
Value: $1.55M
% of portfolio: 0.3%
Quarters held: 3; Since Q4 2025

Holdings of MS by WESPAC Advisors SoCal, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	7,428	$1.55M	0.3%	+336+4.7%	Added	Holders
Q1 2026	7,092	$1.17M	0.2%	+4,557+179.8%	Added	Holders
Q4 2025	2,535	$450.0K	0.1%	+2,535	New	Holders