Skip to content
Disclosery

West Financial Advisors, LLC: IJH position timeline

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

West Financial Advisors, LLC held 384,262 IJH 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 384,262 shares
    Change vs previous 13F +11,112 shares

    4.5% of the 13F portfolio, value $29,630,471.

    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 373,150 shares
    Change vs previous 13F +10,401 shares

    4.28% of the 13F portfolio, value $25,198,820.

    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 362,749 shares
    Change vs previous 13F -7,942 shares

    4.04% of the 13F portfolio, value $23,941,434.

    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 370,691 shares
    Change vs previous 13F -17,346 shares

    4% of the 13F portfolio, value $24,191,295.

    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 388,037 shares
    Change vs previous 13F -15,047 shares

    4.19% of the 13F portfolio, value $24,066,055.

    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 403,084 shares
    Change vs previous 13F +11,672 shares

    4.47% of the 13F portfolio, value $23,519,952.

    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 391,412 shares
    Change vs previous 13F -304 shares

    4.7% of the 13F portfolio, value $24,388,882.

    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 391,716 shares
    Change vs previous 13F not available

    4.71% of the 13F portfolio, value $24,411,742.

    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).