Skip to content
Disclosery

WestHill Financial Advisors, Inc.: IWS position timeline

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

WestHill Financial Advisors, Inc. held 73,378 IWS 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 73,378 shares
    Change vs previous 13F -1,601 shares

    1.98% of the 13F portfolio, value $11,794,768.

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

  2. period ended2026-06-30
    13F 74,979 shares
    Change vs previous 13F -236 shares

    2.1% of the 13F portfolio, value $12,341,623.

    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 75,215 shares
    Change vs previous 13F +410 shares

    2.1% of the 13F portfolio, value $10,961,849.

    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 74,805 shares
    Change vs previous 13F +455 shares

    2% of the 13F portfolio, value $10,551,225.

    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 74,350 shares
    Change vs previous 13F +3,032 shares

    2.04% of the 13F portfolio, value $10,384,406.

    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 71,318 shares
    Change vs previous 13F +199 shares

    2% of the 13F portfolio, value $9,423,993.

    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 71,119 shares
    Change vs previous 13F +1,316 shares

    2.05% of the 13F portfolio, value $8,958,851.

    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 69,803 shares
    Change vs previous 13F not available

    2.02% of the 13F portfolio, value $9,028,272.

    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).