21 West Wealth Management LLC: STIP position timeline

21 West Wealth Management LLC held 19,779 STIP 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 19,779 shares

   Change vs previous 13F +1,559 shares

   1.73% of the 13F portfolio, value $2,020,623.

   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 18,220 shares

   Change vs previous 13F -706 shares

   1.75% of the 13F portfolio, value $1,884,495.

   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 18,926 shares

   Change vs previous 13F +2,299 shares

   1.77% of the 13F portfolio, value $1,937,833.

   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 16,627 shares

   Change vs previous 13F +1,013 shares

   1.63% of the 13F portfolio, value $1,718,567.

   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 15,614 shares

   Change vs previous 13F not available

   1.62% of the 13F portfolio, value $1,606,837.

   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).