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West Financial Advisors, LLC: CMI position timeline

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

West Financial Advisors, LLC held 126 CMI shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 126 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $89,865.

    13F-HR 0001843684-26-000003 filed by West Financial Advisors, 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 126 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $67,791.

    13F-HR 0001843684-26-000002 filed by West Financial Advisors, 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 126 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $64,317.

    13F-HR 0001843684-26-000001 filed by West Financial Advisors, 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 126 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $53,219.

    13F-HR 0001843684-25-000007 filed by West Financial Advisors, 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 126 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $41,265.

    13F-HR 0001843684-25-000005 filed by West Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 126 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $39,494.

    13F-HR 0001843684-25-000003 filed by West Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 126 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $43,924.

    13F-HR 0001843684-25-000001 filed by West Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 126 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $40,798.

    13F-HR 0001843684-24-000005 filed by West Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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