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Disclosery

West Wealth Group, LLC: IVW position timeline

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

West Wealth Group, LLC held 486,868 IVW 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 486,868 shares
    Change vs previous 13F +17,749 shares

    10.95% of the 13F portfolio, value $66,959,057.

    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 469,119 shares
    Change vs previous 13F +29,551 shares

    10.49% of the 13F portfolio, value $53,062,117.

    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 439,568 shares
    Change vs previous 13F +18,499 shares

    11.24% of the 13F portfolio, value $54,181,189.

    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 421,069 shares
    Change vs previous 13F +1,982 shares

    11.43% of the 13F portfolio, value $50,696,744.

    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 419,087 shares
    Change vs previous 13F -123,805 shares

    11.92% of the 13F portfolio, value $47,918,476.

    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 542,892 shares
    Change vs previous 13F +8,204 shares

    15% of the 13F portfolio, value $50,760,460.

    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 534,688 shares
    Change vs previous 13F +22,711 shares

    16.2% of the 13F portfolio, value $54,286,930.

    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 511,977 shares
    Change vs previous 13F not available

    15.89% of the 13F portfolio, value $49,021,832.

    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).