21 West Wealth Management LLC: DFUS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 21 West Wealth Management LLC on DFUS, newest first. How the timeline and the estimate are built.
21 West Wealth Management LLC held 42,721 DFUS shares at 2026-06-30 per its 13F-HR filed 2026-07-13.
the latest 13F is the newest step
- period ended2026-06-3013F 42,721 sharesChange vs previous 13F +871 shares
2.99% of the 13F portfolio, value $3,500,559.
13F-HR 0002067541-26-000003 filed by 21 West Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 41,850 sharesChange vs previous 13F +664 shares
2.76% of the 13F portfolio, value $2,967,584.
13F-HR 0002067541-26-000002 filed by 21 West Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 41,186 sharesChange vs previous 13F +2,383 shares
2.79% of the 13F portfolio, value $3,054,766.
13F-HR 0002067541-26-000001 filed by 21 West Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 38,803 sharesChange vs previous 13F +3,519 shares
2.67% of the 13F portfolio, value $2,810,889.
13F-HR 0002067541-25-000003 filed by 21 West Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 35,284 sharesChange vs previous 13F not available
2.39% of the 13F portfolio, value $2,364,734.
13F-HR 0002067541-25-000002 filed by 21 West Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).