Skip to content
Disclosery

West Financial Advisors, LLC: VWO position timeline

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

West Financial Advisors, LLC held 41,309 VWO 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 41,309 shares
    Change vs previous 13F -552 shares

    0.37% of the 13F portfolio, value $2,465,760.

    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 41,861 shares
    Change vs previous 13F +1,395 shares

    0.38% of the 13F portfolio, value $2,262,576.

    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 40,466 shares
    Change vs previous 13F +946 shares

    0.37% of the 13F portfolio, value $2,175,472.

    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 39,520 shares
    Change vs previous 13F -186 shares

    0.35% of the 13F portfolio, value $2,141,212.

    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 39,706 shares
    Change vs previous 13F +1,982 shares

    0.34% of the 13F portfolio, value $1,963,861.

    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 37,724 shares
    Change vs previous 13F +54 shares

    0.32% of the 13F portfolio, value $1,707,398.

    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 37,670 shares
    Change vs previous 13F +1,411 shares

    0.32% of the 13F portfolio, value $1,659,004.

    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 36,259 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,734,978.

    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).