21 West Wealth Management LLC: FREL position timeline

21 West Wealth Management LLC held 44,741 FREL shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 44,741 shares

   Change vs previous 13F +27 shares

   1.12% of the 13F portfolio, value $1,310,911.

   13F-HR 0002067541-26-000003 filed by 21 West Wealth Management LLC
   Filed 2026-07-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 44,714 shares

   Change vs previous 13F +1,237 shares

   1.12% of the 13F portfolio, value $1,203,254.

   13F-HR 0002067541-26-000002 filed by 21 West Wealth Management LLC
   Filed 2026-04-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 43,477 shares

   Change vs previous 13F +1,239 shares

   1.07% of the 13F portfolio, value $1,169,097.

   13F-HR 0002067541-26-000001 filed by 21 West Wealth Management LLC
   Filed 2026-01-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 42,238 shares

   Change vs previous 13F +2,266 shares

   1.11% of the 13F portfolio, value $1,174,639.

   13F-HR 0002067541-25-000003 filed by 21 West Wealth Management LLC
   Filed 2025-10-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 39,972 shares

   Change vs previous 13F not available

   1.09% of the 13F portfolio, value $1,080,843.

   13F-HR 0002067541-25-000002 filed by 21 West Wealth Management LLC
   Filed 2025-07-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).