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West Financial Advisors, LLC: VXF position timeline

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

West Financial Advisors, LLC held 63,648 VXF 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 63,648 shares
    Change vs previous 13F -412 shares

    2.38% of the 13F portfolio, value $15,670,739.

    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 64,060 shares
    Change vs previous 13F +921 shares

    2.24% of the 13F portfolio, value $13,183,578.

    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 63,139 shares
    Change vs previous 13F -2,796 shares

    2.23% of the 13F portfolio, value $13,203,615.

    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 65,935 shares
    Change vs previous 13F -972 shares

    2.28% of the 13F portfolio, value $13,802,868.

    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 66,907 shares
    Change vs previous 13F +5,037 shares

    2.24% of the 13F portfolio, value $12,893,700.

    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 61,870 shares
    Change vs previous 13F +138 shares

    2.03% of the 13F portfolio, value $10,657,661.

    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 61,732 shares
    Change vs previous 13F -554 shares

    2.26% of the 13F portfolio, value $11,727,864.

    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 62,286 shares
    Change vs previous 13F not available

    2.19% of the 13F portfolio, value $11,335,511.

    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).