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West Financial Advisors, LLC: VSGX position timeline

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

West Financial Advisors, LLC held 30,336 VSGX 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 30,336 shares
    Change vs previous 13F +37 shares

    0.38% of the 13F portfolio, value $2,497,867.

    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 30,299 shares
    Change vs previous 13F -658 shares

    0.37% of the 13F portfolio, value $2,173,348.

    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 30,957 shares
    Change vs previous 13F -415 shares

    0.37% of the 13F portfolio, value $2,217,141.

    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 31,372 shares
    Change vs previous 13F -929 shares

    0.36% of the 13F portfolio, value $2,176,276.

    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 32,301 shares
    Change vs previous 13F +30 shares

    0.37% of the 13F portfolio, value $2,115,716.

    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 32,271 shares
    Change vs previous 13F -187 shares

    0.36% of the 13F portfolio, value $1,903,344.

    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 32,458 shares
    Change vs previous 13F +1,719 shares

    0.35% of the 13F portfolio, value $1,840,352.

    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 30,739 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,890,744.

    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).