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West Coast Financial LLC: FDS position timeline

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

West Coast Financial LLC held 0 FDS shares at 2025-06-30 per its 13F-HR filed 2025-08-14.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -819 shares

    13F-HR 0001085146-25-005117 filed by West Coast Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 819 shares
    Change vs previous 13F -115 shares

    0.04% of the 13F portfolio, value $372,427.

    13F-HR 0001085146-25-002043 filed by West Coast Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 934 shares
    Change vs previous 13F -8 shares

    0.05% of the 13F portfolio, value $448,663.

    13F-HR 0001085146-25-000186 filed by West Coast Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 942 shares
    Change vs previous 13F -355 shares

    0.05% of the 13F portfolio, value $433,405.

    13F-HR 0001085146-24-004750 filed by West Coast Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 1,297 shares
    Change vs previous 13F -15,107 shares

    0.06% of the 13F portfolio, value $529,727.

    13F-HR 0001085146-24-003128 filed by West Coast Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 16,404 shares
    Change vs previous 13F -23 shares

    0.9% of the 13F portfolio, value $7,454,037.

    13F-HR 0001085146-24-001760 filed by West Coast Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 16,427 shares
    Change vs previous 13F +1,858 shares

    1.03% of the 13F portfolio, value $7,836,604.

    13F-HR 0001085146-24-000208 filed by West Coast Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 14,569 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $6,370,409.

    13F-HR 0001085146-23-004057 filed by West Coast Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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