Skip to content
Disclosery

West Financial Advisors, LLC: SPY position timeline

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

West Financial Advisors, LLC held 97,397 SPY 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 97,397 shares
    Change vs previous 13F +469 shares

    11.05% of the 13F portfolio, value $72,733,415.

    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 96,928 shares
    Change vs previous 13F -1,377 shares

    10.7% of the 13F portfolio, value $63,036,156.

    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 98,305 shares
    Change vs previous 13F -6,249 shares

    11.31% of the 13F portfolio, value $67,036,146.

    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 104,554 shares
    Change vs previous 13F -1,531 shares

    11.51% of the 13F portfolio, value $69,651,784.

    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 106,085 shares
    Change vs previous 13F -1,685 shares

    11.4% of the 13F portfolio, value $65,544,618.

    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 107,770 shares
    Change vs previous 13F -877 shares

    11.46% of the 13F portfolio, value $60,285,461.

    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 108,647 shares
    Change vs previous 13F -114,865 shares

    12.28% of the 13F portfolio, value $63,675,834.

    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 223,512 shares
    Change vs previous 13F not available

    24.73% of the 13F portfolio, value $128,242,246.

    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).