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Disclosery

Westshore Wealth, LLC: SPOT position timeline

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

Westshore Wealth, LLC held 0 SPOT shares at 2026-03-31 per its 13F-HR filed 2026-05-27.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -409 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 409 shares
    Change vs previous 13F +7 shares

    0.08% of the 13F portfolio, value $237,510.

    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).

  3. period ended2025-09-30
    13F 402 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $280,596.

    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).

  4. period ended2025-06-30
    13F 402 shares
    Change vs previous 13F +2 shares

    0.12% of the 13F portfolio, value $308,471.

    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).

  5. period ended2025-03-31
    13F 400 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $220,012.

    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).