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Disclosery

Westshore Wealth, LLC: NOW position timeline

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

Westshore Wealth, LLC held 15,673 NOW shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,673 shares
    Change vs previous 13F -560 shares

    0.48% of the 13F portfolio, value $1,556,015.

    13F-HR 0001806366-26-000004 filed by Westshore Wealth, 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 16,233 shares
    Change vs previous 13F +128 shares

    0.6% of the 13F portfolio, value $1,697,160.

    13F-HR 0001806366-26-000002 filed by Westshore Wealth, 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 16,105 shares
    Change vs previous 13F +12,091 shares

    0.82% of the 13F portfolio, value $2,467,125.

    13F-HR 0001806366-26-000001 filed by Westshore Wealth, 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 4,014 shares
    Change vs previous 13F -100 shares

    1.26% of the 13F portfolio, value $3,694,004.

    13F-HR 0001806366-25-000002 filed by Westshore Wealth, 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 4,114 shares
    Change vs previous 13F -244 shares

    1.62% of the 13F portfolio, value $4,229,521.

    13F-HR 0001085146-25-003688 filed by Westshore Wealth, 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 4,358 shares
    Change vs previous 13F -1,596 shares

    1.47% of the 13F portfolio, value $3,469,578.

    13F-HR 0001085146-25-003283 filed by Westshore Wealth, 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 5,954 shares
    Change vs previous 13F -215 shares

    2.56% of the 13F portfolio, value $6,311,954.

    13F-HR 0001085146-25-003402 filed by Westshore Wealth, 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 6,169 shares
    Change vs previous 13F not available

    2.26% of the 13F portfolio, value $5,517,492.

    13F-HR 0001085146-24-005567 filed by Westshore Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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