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West Financial Advisors, LLC: VOO position timeline

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

West Financial Advisors, LLC held 126,894 VOO 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 126,894 shares
    Change vs previous 13F +5,283 shares

    13.23% of the 13F portfolio, value $87,151,914.

    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 121,611 shares
    Change vs previous 13F -27,908 shares

    12.34% of the 13F portfolio, value $72,668,848.

    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 149,519 shares
    Change vs previous 13F -11,501 shares

    15.82% of the 13F portfolio, value $93,767,989.

    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 161,020 shares
    Change vs previous 13F +20,414 shares

    16.3% of the 13F portfolio, value $98,605,403.

    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 140,606 shares
    Change vs previous 13F +8,836 shares

    13.9% of the 13F portfolio, value $79,868,266.

    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 131,770 shares
    Change vs previous 13F +4,193 shares

    12.87% of the 13F portfolio, value $67,717,731.

    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 127,577 shares
    Change vs previous 13F +106,258 shares

    13.26% of the 13F portfolio, value $68,739,924.

    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 21,319 shares
    Change vs previous 13F not available

    2.17% of the 13F portfolio, value $11,249,428.

    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).