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21 West Wealth Management LLC: SPSM position timeline

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

21 West Wealth Management LLC held 36,561 SPSM 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 36,561 shares
    Change vs previous 13F -659 shares

    1.8% of the 13F portfolio, value $2,108,473.

    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).

  2. period ended2026-03-31
    13F 37,220 shares
    Change vs previous 13F -1,015 shares

    1.67% of the 13F portfolio, value $1,798,470.

    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).

  3. period ended2025-12-31
    13F 38,235 shares
    Change vs previous 13F +806 shares

    1.64% of the 13F portfolio, value $1,791,692.

    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).

  4. period ended2025-09-30
    13F 37,429 shares
    Change vs previous 13F +1,297 shares

    1.64% of the 13F portfolio, value $1,733,711.

    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).

  5. period ended2025-06-30
    13F 36,132 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $1,539,223.

    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).