Skip to content
Disclosery

West Financial Advisors, LLC: IBIT position timeline

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

West Financial Advisors, LLC held 18,800 IBIT 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 18,800 shares
    Change vs previous 13F +1,507 shares

    0.1% of the 13F portfolio, value $625,852.

    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 17,293 shares
    Change vs previous 13F +291 shares

    0.11% of the 13F portfolio, value $664,398.

    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 17,002 shares
    Change vs previous 13F +2,877 shares

    0.14% of the 13F portfolio, value $844,150.

    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 14,125 shares
    Change vs previous 13F +12,897 shares

    0.15% of the 13F portfolio, value $918,125.

    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 1,228 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $75,166.

    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 1,228 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $57,483.

    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 1,228 shares
    Change vs previous 13F +118 shares

    0.01% of the 13F portfolio, value $65,146.

    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 1,110 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $40,105.

    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).