Ownership history in WESPAC Advisors, LLC Β· 19 quarters on record
This page tracks every 13F SEC filing in which WESPAC Advisors, LLC reported a position in ISHARES SILVER TRUST ISHARES (SLV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π WESPAC Advisors, LLC underperformed the S&P 500 by β25.3% annually on this SLV position. Timing score: 72% (13/18 decisions correct). Average cost basis: $25.24. Maximum drawdown during holding period: β56.7%.
β Significantly underperformed the S&P 500 by 25.3% ann.
18 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
13 of 18 add/trim decisions correct
Best entry: $15.92 (2019 Q3) Β· Worst: $64.42 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
12 adds Β· 7 trims. Bought during 4 of 6 down-price quarters. π More buys than sells across the holding period.
π WESPAC Advisors, LLC has been actively increasing its SLV allocation β a bullish signal from insiders.
Currently 1.24% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size