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Disclosery

West Wealth Group, LLC: SPYM position timeline

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

West Wealth Group, LLC held 1,006,588 SPYM 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 1,006,588 shares
    Change vs previous 13F +444,557 shares

    14.47% of the 13F portfolio, value $88,458,995.

    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 562,031 shares
    Change vs previous 13F +238,147 shares

    8.5% of the 13F portfolio, value $43,017,921.

    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 323,884 shares
    Change vs previous 13F +11,170 shares

    5.39% of the 13F portfolio, value $25,981,998.

    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 312,714 shares
    Change vs previous 13F -18,133 shares

    5.52% of the 13F portfolio, value $24,466,765.

    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 330,847 shares
    Change vs previous 13F +26,688 shares

    6.12% of the 13F portfolio, value $24,628,287.

    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 304,159 shares
    Change vs previous 13F -90,035 shares

    5.93% of the 13F portfolio, value $20,071,489.

    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 394,194 shares
    Change vs previous 13F -41,501 shares

    8.11% of the 13F portfolio, value $27,175,790.

    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 435,695 shares
    Change vs previous 13F not available

    9.53% of the 13F portfolio, value $29,413,786.

    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).