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Disclosery

West Wealth Group, LLC: IFRA position timeline

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

West Wealth Group, LLC held 4,703 IFRA 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 4,703 shares
    Change vs previous 13F +14 shares

    0.05% of the 13F portfolio, value $296,515.

    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 4,689 shares
    Change vs previous 13F -200 shares

    0.05% of the 13F portfolio, value $268,256.

    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 4,889 shares
    Change vs previous 13F -204 shares

    0.05% of the 13F portfolio, value $257,277.

    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 5,093 shares
    Change vs previous 13F -707 shares

    0.06% of the 13F portfolio, value $273,369.

    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 5,800 shares
    Change vs previous 13F -176 shares

    0.07% of the 13F portfolio, value $292,440.

    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 5,976 shares
    Change vs previous 13F -68,961 shares

    0.08% of the 13F portfolio, value $270,445.

    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 74,937 shares
    Change vs previous 13F +4,124 shares

    1.04% of the 13F portfolio, value $3,468,846.

    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 70,813 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $3,326,082.

    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).