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West Financial Advisors, LLC: VEA position timeline

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

West Financial Advisors, LLC held 1,026,448 VEA 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 1,026,448 shares
    Change vs previous 13F -42,643 shares

    11.11% of the 13F portfolio, value $73,134,419.

    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 1,069,091 shares
    Change vs previous 13F -32,412 shares

    11.63% of the 13F portfolio, value $68,507,369.

    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 1,101,503 shares
    Change vs previous 13F -23,626 shares

    11.61% of the 13F portfolio, value $68,810,907.

    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 1,125,129 shares
    Change vs previous 13F -4,364 shares

    11.14% of the 13F portfolio, value $67,417,717.

    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 1,129,493 shares
    Change vs previous 13F +21,774 shares

    11.2% of the 13F portfolio, value $64,392,376.

    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 1,107,719 shares
    Change vs previous 13F +34,845 shares

    10.7% of the 13F portfolio, value $56,305,377.

    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 1,072,874 shares
    Change vs previous 13F +70,305 shares

    9.89% of the 13F portfolio, value $51,304,858.

    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 1,002,569 shares
    Change vs previous 13F not available

    10.21% of the 13F portfolio, value $52,945,678.

    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).