Skip to content
Disclosery

West Wealth Group, LLC: QUAL position timeline

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

West Wealth Group, LLC held 43,011 QUAL 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 43,011 shares
    Change vs previous 13F +3,367 shares

    1.54% of the 13F portfolio, value $9,437,922.

    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 39,644 shares
    Change vs previous 13F +7,579 shares

    1.5% of the 13F portfolio, value $7,604,282.

    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 32,065 shares
    Change vs previous 13F +1,827 shares

    1.32% of the 13F portfolio, value $6,368,876.

    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 30,238 shares
    Change vs previous 13F +942 shares

    1.32% of the 13F portfolio, value $5,857,462.

    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 29,296 shares
    Change vs previous 13F +1,669 shares

    1.35% of the 13F portfolio, value $5,431,221.

    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 27,627 shares
    Change vs previous 13F -806 shares

    1.4% of the 13F portfolio, value $4,732,356.

    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 28,433 shares
    Change vs previous 13F +502 shares

    1.51% of the 13F portfolio, value $5,063,384.

    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 27,931 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $5,008,057.

    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).