Skip to content
Disclosery

West Wealth Group, LLC: IAU position timeline

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

West Wealth Group, LLC held 32,421 IAU 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 32,421 shares
    Change vs previous 13F +3,672 shares

    0.4% of the 13F portfolio, value $2,448,110.

    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 28,749 shares
    Change vs previous 13F -46,865 shares

    0.5% of the 13F portfolio, value $2,534,512.

    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 75,614 shares
    Change vs previous 13F +6,045 shares

    1.27% of the 13F portfolio, value $6,137,588.

    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 69,569 shares
    Change vs previous 13F +17,821 shares

    1.24% of the 13F portfolio, value $5,518,213.

    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 51,748 shares
    Change vs previous 13F +2,418 shares

    0.82% of the 13F portfolio, value $3,289,103.

    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 49,330 shares
    Change vs previous 13F +32,093 shares

    0.86% of the 13F portfolio, value $2,903,564.

    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 17,237 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $853,404.

    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).