Skip to content
Disclosery

West Wealth Group, LLC: XTEN position timeline

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

West Wealth Group, LLC held 94,137 XTEN 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 94,137 shares
    Change vs previous 13F +7,795 shares

    0.7% of the 13F portfolio, value $4,290,790.

    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 86,342 shares
    Change vs previous 13F -15,200 shares

    0.78% of the 13F portfolio, value $3,959,686.

    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 101,542 shares
    Change vs previous 13F +8,527 shares

    0.97% of the 13F portfolio, value $4,693,294.

    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 93,015 shares
    Change vs previous 13F +7,444 shares

    0.99% of the 13F portfolio, value $4,374,517.

    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 85,571 shares
    Change vs previous 13F +15,721 shares

    0.98% of the 13F portfolio, value $3,944,403.

    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 69,850 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $3,257,804.

    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).