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West Financial Advisors, LLC: VO position timeline

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

West Financial Advisors, LLC held 36,700 VO 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 36,700 shares
    Change vs previous 13F +27,234 shares

    0.45% of the 13F portfolio, value $2,956,891.

    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 9,466 shares
    Change vs previous 13F +247 shares

    0.46% of the 13F portfolio, value $2,718,383.

    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 9,219 shares
    Change vs previous 13F +162 shares

    0.45% of the 13F portfolio, value $2,675,436.

    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 9,057 shares
    Change vs previous 13F -37 shares

    0.44% of the 13F portfolio, value $2,660,341.

    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 9,094 shares
    Change vs previous 13F +256 shares

    0.44% of the 13F portfolio, value $2,544,816.

    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 8,838 shares
    Change vs previous 13F +156 shares

    0.43% of the 13F portfolio, value $2,285,592.

    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 8,682 shares
    Change vs previous 13F -57 shares

    0.44% of the 13F portfolio, value $2,293,288.

    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 8,739 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $2,305,708.

    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).