Skip to content
Disclosery

Westshore Wealth, LLC: SEPW position timeline

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

Westshore Wealth, LLC held 128,649 SEPW 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 128,649 shares
    Change vs previous 13F -30,193 shares

    1.33% of the 13F portfolio, value $4,295,937.

    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 158,842 shares
    Change vs previous 13F -38 shares

    1.76% of the 13F portfolio, value $5,017,596.

    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 158,880 shares
    Change vs previous 13F +1,533 shares

    1.68% of the 13F portfolio, value $5,071,195.

    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 157,347 shares
    Change vs previous 13F +72,651 shares

    1.69% of the 13F portfolio, value $4,941,498.

    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 84,696 shares
    Change vs previous 13F 0 shares

    0.98% of the 13F portfolio, value $2,555,321.

    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 84,696 shares
    Change vs previous 13F 0 shares

    1.02% of the 13F portfolio, value $2,417,732.

    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 84,696 shares
    Change vs previous 13F 0 shares

    0.99% of the 13F portfolio, value $2,448,155.

    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 84,696 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $2,416,165.

    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).