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West Financial Advisors, LLC: DFAE position timeline

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

West Financial Advisors, LLC held 986,974 DFAE 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 986,974 shares
    Change vs previous 13F +124,778 shares

    6.03% of the 13F portfolio, value $39,686,239.

    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 862,196 shares
    Change vs previous 13F -27,952 shares

    4.96% of the 13F portfolio, value $29,193,957.

    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 890,148 shares
    Change vs previous 13F -31,400 shares

    4.89% of the 13F portfolio, value $28,992,121.

    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 921,548 shares
    Change vs previous 13F -60,738 shares

    4.8% of the 13F portfolio, value $29,056,409.

    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 982,286 shares
    Change vs previous 13F +28,918 shares

    4.95% of the 13F portfolio, value $28,437,180.

    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 953,368 shares
    Change vs previous 13F +26,040 shares

    4.69% of the 13F portfolio, value $24,682,698.

    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 927,328 shares
    Change vs previous 13F +15,989 shares

    4.54% of the 13F portfolio, value $23,526,312.

    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 911,339 shares
    Change vs previous 13F not available

    4.82% of the 13F portfolio, value $24,979,802.

    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).