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Disclosery

West Wealth Group, LLC: SPMB position timeline

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

West Wealth Group, LLC held 175,486 SPMB 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 175,486 shares
    Change vs previous 13F +16,765 shares

    0.64% of the 13F portfolio, value $3,915,095.

    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 158,721 shares
    Change vs previous 13F +10,340 shares

    0.7% of the 13F portfolio, value $3,553,769.

    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 148,381 shares
    Change vs previous 13F +7,435 shares

    0.69% of the 13F portfolio, value $3,325,977.

    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 140,946 shares
    Change vs previous 13F +10,809 shares

    0.72% of the 13F portfolio, value $3,178,330.

    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 130,137 shares
    Change vs previous 13F -1,895 shares

    0.72% of the 13F portfolio, value $2,877,334.

    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 132,032 shares
    Change vs previous 13F -30,627 shares

    0.86% of the 13F portfolio, value $2,916,589.

    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 162,659 shares
    Change vs previous 13F +14,302 shares

    1.05% of the 13F portfolio, value $3,505,322.

    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 148,357 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $3,342,483.

    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).