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Disclosery

West Wealth Group, LLC: EFG position timeline

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

West Wealth Group, LLC held 86,072 EFG 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 86,072 shares
    Change vs previous 13F +59,975 shares

    1.75% of the 13F portfolio, value $10,709,202.

    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 26,097 shares
    Change vs previous 13F -25,612 shares

    0.57% of the 13F portfolio, value $2,906,480.

    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 51,709 shares
    Change vs previous 13F +3,580 shares

    1.22% of the 13F portfolio, value $5,890,696.

    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 48,129 shares
    Change vs previous 13F -91,272 shares

    1.25% of the 13F portfolio, value $5,543,541.

    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 139,401 shares
    Change vs previous 13F +6,534 shares

    3.77% of the 13F portfolio, value $15,173,877.

    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).

  6. period ended2025-03-31
    13F 132,867 shares
    Change vs previous 13F -62,377 shares

    3.93% of the 13F portfolio, value $13,306,646.

    13F-HR 0001172661-25-001576 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).

  7. period ended2024-12-31
    13F 195,244 shares
    Change vs previous 13F +24,245 shares

    5.64% of the 13F portfolio, value $18,905,561.

    13F-HR 0001172661-25-000297 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).

  8. period ended2024-09-30
    13F 170,999 shares
    Change vs previous 13F not available

    5.97% of the 13F portfolio, value $18,408,067.

    13F-HR 0001172661-24-004332 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).