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Disclosery

West Wealth Group, LLC: IYW position timeline

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

West Wealth Group, LLC held 7,744 IYW 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 7,744 shares
    Change vs previous 13F -2,218 shares

    0.32% of the 13F portfolio, value $1,953,288.

    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 9,962 shares
    Change vs previous 13F -924 shares

    0.36% of the 13F portfolio, value $1,807,339.

    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 10,886 shares
    Change vs previous 13F -510 shares

    0.45% of the 13F portfolio, value $2,173,742.

    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 11,396 shares
    Change vs previous 13F -59,664 shares

    0.51% of the 13F portfolio, value $2,240,370.

    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 71,060 shares
    Change vs previous 13F -5,168 shares

    3.21% of the 13F portfolio, value $12,915,920.

    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 76,228 shares
    Change vs previous 13F +3,288 shares

    3.2% of the 13F portfolio, value $10,813,721.

    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 72,940 shares
    Change vs previous 13F +2,125 shares

    3.47% of the 13F portfolio, value $11,635,513.

    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 70,815 shares
    Change vs previous 13F not available

    3.48% of the 13F portfolio, value $10,737,001.

    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).