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West Financial Advisors, LLC: IEFA position timeline

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

West Financial Advisors, LLC held 290,065 IEFA 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 290,065 shares
    Change vs previous 13F +4,095 shares

    4.25% of the 13F portfolio, value $28,014,478.

    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 285,970 shares
    Change vs previous 13F -2,969 shares

    4.39% of the 13F portfolio, value $25,888,865.

    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 288,939 shares
    Change vs previous 13F -2,446 shares

    4.36% of the 13F portfolio, value $25,848,483.

    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 291,385 shares
    Change vs previous 13F +5,955 shares

    4.21% of the 13F portfolio, value $25,440,825.

    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 285,430 shares
    Change vs previous 13F +8,342 shares

    4.15% of the 13F portfolio, value $23,827,697.

    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 277,088 shares
    Change vs previous 13F +2,542 shares

    3.98% of the 13F portfolio, value $20,961,708.

    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 274,546 shares
    Change vs previous 13F +15,319 shares

    3.72% of the 13F portfolio, value $19,295,093.

    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 259,227 shares
    Change vs previous 13F not available

    3.9% of the 13F portfolio, value $20,232,668.

    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).