Skip to content
Disclosery

West Wealth Group, LLC: DFAS position timeline

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

West Wealth Group, LLC held 3,362 DFAS 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 3,362 shares
    Change vs previous 13F -154 shares

    0.05% of the 13F portfolio, value $276,891.

    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 3,516 shares
    Change vs previous 13F +545 shares

    0.05% of the 13F portfolio, value $250,107.

    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 2,971 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $207,044.

    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).