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Disclosery

West Wealth Group, LLC: ESGU position timeline

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

West Wealth Group, LLC held 9,303 ESGU 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 9,303 shares
    Change vs previous 13F -165 shares

    0.25% of the 13F portfolio, value $1,522,677.

    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 9,468 shares
    Change vs previous 13F -654 shares

    0.26% of the 13F portfolio, value $1,339,080.

    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 10,122 shares
    Change vs previous 13F +4 shares

    0.31% of the 13F portfolio, value $1,508,030.

    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 10,118 shares
    Change vs previous 13F -1,266 shares

    0.33% of the 13F portfolio, value $1,470,599.

    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 11,384 shares
    Change vs previous 13F -45 shares

    0.39% of the 13F portfolio, value $1,575,330.

    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 11,429 shares
    Change vs previous 13F -432 shares

    0.41% of the 13F portfolio, value $1,399,283.

    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 11,861 shares
    Change vs previous 13F -2,671 shares

    0.46% of the 13F portfolio, value $1,527,987.

    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 14,532 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $1,833,618.

    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).