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Disclosery

West Wealth Group, LLC: BAI position timeline

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

West Wealth Group, LLC held 451,582 BAI shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 451,582 shares
    Change vs previous 13F -59,606 shares

    3.89% of the 13F portfolio, value $23,807,420.

    13F-HR 0001172661-26-003107 filed by West Wealth Group, 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 511,188 shares
    Change vs previous 13F +42,781 shares

    3.33% of the 13F portfolio, value $16,843,664.

    13F-HR 0001172661-26-001663 filed by West Wealth Group, 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 468,407 shares
    Change vs previous 13F +45,654 shares

    3.24% of the 13F portfolio, value $15,597,966.

    13F-HR 0001172661-26-000308 filed by West Wealth Group, 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 422,753 shares
    Change vs previous 13F +266,111 shares

    3.33% of the 13F portfolio, value $14,770,989.

    13F-HR 0001172661-25-004435 filed by West Wealth Group, 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 156,642 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $4,932,663.

    13F-HR 0001172661-25-003120 filed by West Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).