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Disclosery

West Wealth Group, LLC: SPEM position timeline

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

West Wealth Group, LLC held 326,406 SPEM 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 326,406 shares
    Change vs previous 13F -82,252 shares

    2.76% of the 13F portfolio, value $16,901,336.

    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 408,658 shares
    Change vs previous 13F -118,679 shares

    3.79% of the 13F portfolio, value $19,170,192.

    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 527,337 shares
    Change vs previous 13F +56,767 shares

    5.12% of the 13F portfolio, value $24,684,660.

    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 470,570 shares
    Change vs previous 13F +112,158 shares

    4.98% of the 13F portfolio, value $22,107,366.

    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 358,412 shares
    Change vs previous 13F +134,500 shares

    3.88% of the 13F portfolio, value $15,594,516.

    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 223,912 shares
    Change vs previous 13F +133,291 shares

    2.62% of the 13F portfolio, value $8,851,257.

    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 90,621 shares
    Change vs previous 13F +9,793 shares

    1.04% of the 13F portfolio, value $3,477,154.

    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 80,828 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $3,336,560.

    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).