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Disclosery

21 West Wealth Management LLC: SPDW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 21 West Wealth Management LLC on SPDW, newest first. How the timeline and the estimate are built.

21 West Wealth Management LLC held 68,113 SPDW shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 68,113 shares
    Change vs previous 13F -1,490 shares

    2.97% of the 13F portfolio, value $3,419,954.

    13F-HR 0002067541-26-000004 filed by 21 West Wealth Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 69,603 shares
    Change vs previous 13F -1,968 shares

    3% of the 13F portfolio, value $3,507,295.

    13F-HR 0002067541-26-000003 filed by 21 West Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 71,571 shares
    Change vs previous 13F -1,450 shares

    3.03% of the 13F portfolio, value $3,267,216.

    13F-HR 0002067541-26-000002 filed by 21 West Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 73,021 shares
    Change vs previous 13F +568 shares

    2.96% of the 13F portfolio, value $3,242,863.

    13F-HR 0002067541-26-000001 filed by 21 West Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 72,453 shares
    Change vs previous 13F +1,958 shares

    2.94% of the 13F portfolio, value $3,100,264.

    13F-HR 0002067541-25-000003 filed by 21 West Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 70,495 shares
    Change vs previous 13F not available

    2.88% of the 13F portfolio, value $2,854,343.

    13F-HR 0002067541-25-000002 filed by 21 West Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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