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West Wealth Group, LLC: EFV position timeline

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

West Wealth Group, LLC held 98,735 EFV 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 98,735 shares
    Change vs previous 13F -164,345 shares

    1.24% of the 13F portfolio, value $7,558,171.

    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 263,080 shares
    Change vs previous 13F -194,639 shares

    3.87% of the 13F portfolio, value $19,560,068.

    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 457,719 shares
    Change vs previous 13F +29,243 shares

    6.78% of the 13F portfolio, value $32,685,749.

    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 428,476 shares
    Change vs previous 13F -36,898 shares

    6.55% of the 13F portfolio, value $29,033,562.

    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 465,374 shares
    Change vs previous 13F +140,880 shares

    7.48% of the 13F portfolio, value $30,100,399.

    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 324,494 shares
    Change vs previous 13F -52,029 shares

    5.66% of the 13F portfolio, value $19,145,172.

    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 376,523 shares
    Change vs previous 13F +32,996 shares

    5.89% of the 13F portfolio, value $19,756,187.

    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 343,527 shares
    Change vs previous 13F not available

    6.4% of the 13F portfolio, value $19,763,088.

    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).