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West Financial Advisors, LLC: PRF position timeline

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

West Financial Advisors, LLC held 35,724 PRF 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 35,724 shares
    Change vs previous 13F -67 shares

    0.29% of the 13F portfolio, value $1,930,168.

    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 35,791 shares
    Change vs previous 13F -33 shares

    0.29% of the 13F portfolio, value $1,701,147.

    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 35,824 shares
    Change vs previous 13F -703 shares

    0.28% of the 13F portfolio, value $1,680,863.

    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 36,527 shares
    Change vs previous 13F -453 shares

    0.27% of the 13F portfolio, value $1,651,386.

    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 36,980 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $1,563,145.

    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 36,980 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $1,494,362.

    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 36,980 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $1,491,774.

    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 36,980 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,502,498.

    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).