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Disclosery

West Wealth Group, LLC: IUSB position timeline

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

West Wealth Group, LLC held 468,155 IUSB 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 468,155 shares
    Change vs previous 13F +40,091 shares

    3.53% of the 13F portfolio, value $21,605,355.

    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 428,064 shares
    Change vs previous 13F +24,648 shares

    3.91% of the 13F portfolio, value $19,772,322.

    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 403,416 shares
    Change vs previous 13F +23,279 shares

    3.9% of the 13F portfolio, value $18,774,997.

    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 380,137 shares
    Change vs previous 13F +10,998 shares

    4.02% of the 13F portfolio, value $17,824,635.

    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 369,139 shares
    Change vs previous 13F +3,571 shares

    4.24% of the 13F portfolio, value $17,069,028.

    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 365,568 shares
    Change vs previous 13F +7,270 shares

    4.98% of the 13F portfolio, value $16,830,778.

    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 358,298 shares
    Change vs previous 13F +13,439 shares

    4.83% of the 13F portfolio, value $16,195,082.

    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 344,859 shares
    Change vs previous 13F not available

    5.27% of the 13F portfolio, value $16,249,765.

    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).