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Disclosery

West Wealth Group, LLC: IEFA position timeline

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

West Wealth Group, LLC held 4,349 IEFA 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 4,349 shares
    Change vs previous 13F +1,490 shares

    0.07% of the 13F portfolio, value $420,120.

    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 2,859 shares
    Change vs previous 13F -275 shares

    0.05% of the 13F portfolio, value $258,911.

    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 3,134 shares
    Change vs previous 13F -1,036 shares

    0.06% of the 13F portfolio, value $280,397.

    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 4,170 shares
    Change vs previous 13F +1,327 shares

    0.08% of the 13F portfolio, value $365,348.

    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 2,843 shares
    Change vs previous 13F +93 shares

    0.06% of the 13F portfolio, value $237,063.

    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 2,750 shares
    Change vs previous 13F +2,750 shares

    0.06% of the 13F portfolio, value $208,600.

    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 ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    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).

    Exited: the 13F for this period no longer lists the position.