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West Coast Financial LLC: JBTM position timeline

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

West Coast Financial LLC held 0 JBTM shares at 2024-06-30 per its 13F-HR filed 2024-07-22.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 0 shares
    Change vs previous 13F -82,215 shares

    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).

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

  2. period ended2024-03-31
    13F 82,215 shares
    Change vs previous 13F +300 shares

    1.05% of the 13F portfolio, value $8,623,548.

    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).

  3. period ended2023-12-31
    13F 81,915 shares
    Change vs previous 13F +6,062 shares

    1.07% of the 13F portfolio, value $8,146,454.

    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).

  4. period ended2023-09-30
    13F 75,853 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $7,975,192.

    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).