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West Wealth Group, LLC: USXF position timeline

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

West Wealth Group, LLC held 8,606 USXF 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 8,606 shares
    Change vs previous 13F +34 shares

    0.1% of the 13F portfolio, value $597,712.

    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 8,572 shares
    Change vs previous 13F -1,621 shares

    0.09% of the 13F portfolio, value $473,209.

    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 10,193 shares
    Change vs previous 13F -144 shares

    0.12% of the 13F portfolio, value $586,949.

    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 10,337 shares
    Change vs previous 13F -176 shares

    0.13% of the 13F portfolio, value $590,352.

    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 10,513 shares
    Change vs previous 13F -330 shares

    0.15% of the 13F portfolio, value $583,746.

    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 10,843 shares
    Change vs previous 13F -2,037 shares

    0.15% of the 13F portfolio, value $507,463.

    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 12,880 shares
    Change vs previous 13F +1,911 shares

    0.19% of the 13F portfolio, value $640,422.

    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 10,969 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $538,337.

    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).