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West Wealth Group, LLC: IVE position timeline

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

West Wealth Group, LLC held 249,298 IVE 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 249,298 shares
    Change vs previous 13F +4,011 shares

    9.26% of the 13F portfolio, value $56,605,636.

    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 245,287 shares
    Change vs previous 13F +30,856 shares

    10.24% of the 13F portfolio, value $51,792,514.

    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 214,431 shares
    Change vs previous 13F +10,544 shares

    9.43% of the 13F portfolio, value $45,474,591.

    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 203,887 shares
    Change vs previous 13F +6,340 shares

    9.49% of the 13F portfolio, value $42,100,633.

    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 197,547 shares
    Change vs previous 13F -6,569 shares

    9.66% of the 13F portfolio, value $38,837,860.

    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 204,116 shares
    Change vs previous 13F +32,912 shares

    11.48% of the 13F portfolio, value $38,849,588.

    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 171,204 shares
    Change vs previous 13F +11,152 shares

    9.75% of the 13F portfolio, value $32,679,604.

    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 160,052 shares
    Change vs previous 13F not available

    10.23% of the 13F portfolio, value $31,557,376.

    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).