Skip to content
Disclosery

West Financial Advisors, LLC: DFNM position timeline

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

West Financial Advisors, LLC held 215,661 DFNM 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 215,661 shares
    Change vs previous 13F +13,722 shares

    1.58% of the 13F portfolio, value $10,423,975.

    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 201,939 shares
    Change vs previous 13F +12,103 shares

    1.64% of the 13F portfolio, value $9,678,937.

    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 189,836 shares
    Change vs previous 13F -3,904 shares

    1.54% of the 13F portfolio, value $9,144,401.

    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 193,740 shares
    Change vs previous 13F +6,219 shares

    1.54% of the 13F portfolio, value $9,295,646.

    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 187,521 shares
    Change vs previous 13F +3,844 shares

    1.55% of the 13F portfolio, value $8,894,122.

    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 183,677 shares
    Change vs previous 13F +10,562 shares

    1.66% of the 13F portfolio, value $8,737,515.

    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 173,115 shares
    Change vs previous 13F -11,019 shares

    1.59% of the 13F portfolio, value $8,269,704.

    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 184,134 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $8,937,865.

    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).