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West Financial Advisors, LLC: DFAS position timeline

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

West Financial Advisors, LLC held 224,344 DFAS 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 224,344 shares
    Change vs previous 13F +10,964 shares

    2.81% of the 13F portfolio, value $18,472,481.

    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 213,380 shares
    Change vs previous 13F +1,359 shares

    2.58% of the 13F portfolio, value $15,177,720.

    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 212,021 shares
    Change vs previous 13F +6,776 shares

    2.49% of the 13F portfolio, value $14,771,504.

    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 205,245 shares
    Change vs previous 13F -6,839 shares

    2.32% of the 13F portfolio, value $14,051,073.

    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 212,084 shares
    Change vs previous 13F -20,758 shares

    2.35% of the 13F portfolio, value $13,511,872.

    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 232,842 shares
    Change vs previous 13F +8,880 shares

    2.64% of the 13F portfolio, value $13,912,310.

    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 223,962 shares
    Change vs previous 13F +1,373 shares

    2.81% of the 13F portfolio, value $14,575,447.

    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 222,589 shares
    Change vs previous 13F not available

    2.78% of the 13F portfolio, value $14,437,123.

    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).