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Disclosery

West Wealth Group, LLC: USMV position timeline

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

West Wealth Group, LLC held 17,643 USMV 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 17,643 shares
    Change vs previous 13F +1,051 shares

    0.28% of the 13F portfolio, value $1,701,909.

    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 16,592 shares
    Change vs previous 13F +1,066 shares

    0.3% of the 13F portfolio, value $1,538,790.

    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 15,526 shares
    Change vs previous 13F +833 shares

    0.3% of the 13F portfolio, value $1,461,941.

    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 14,693 shares
    Change vs previous 13F +1,831 shares

    0.31% of the 13F portfolio, value $1,384,788.

    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 12,862 shares
    Change vs previous 13F +1,081 shares

    0.3% of the 13F portfolio, value $1,197,239.

    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 11,781 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,102,660.

    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).