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Disclosery

WestHill Financial Advisors, Inc.: IWP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WestHill Financial Advisors, Inc. on IWP, newest first. How the timeline and the estimate are built.

WestHill Financial Advisors, Inc. held 86,454 IWP shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 86,454 shares
    Change vs previous 13F +2,729 shares

    2% of the 13F portfolio, value $11,903,029.

    13F-HR 0002085853-26-001192 filed by WestHill Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 83,725 shares
    Change vs previous 13F +308 shares

    2.09% of the 13F portfolio, value $12,258,211.

    13F-HR 0002085853-26-000786 filed by WestHill Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 83,417 shares
    Change vs previous 13F +6,996 shares

    2.04% of the 13F portfolio, value $10,687,407.

    13F-HR 0002085853-26-000325 filed by WestHill Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 76,421 shares
    Change vs previous 13F +650 shares

    1.99% of the 13F portfolio, value $10,465,112.

    13F-HR 0002085853-26-000059 filed by WestHill Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 75,771 shares
    Change vs previous 13F +1,437 shares

    2.11% of the 13F portfolio, value $10,790,590.

    13F-HR 0002085853-25-000071 filed by WestHill Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 74,334 shares
    Change vs previous 13F +98 shares

    2.19% of the 13F portfolio, value $10,308,676.

    13F-HR 0001667731-25-000752 filed by WestHill Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 74,236 shares
    Change vs previous 13F -5,538 shares

    2% of the 13F portfolio, value $8,722,015.

    13F-HR 0001667731-25-000467 filed by WestHill Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 79,774 shares
    Change vs previous 13F not available

    2.27% of the 13F portfolio, value $10,111,380.

    13F-HR 0001667731-25-000194 filed by WestHill Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).