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Westside Investment Management, Inc.: FZIIX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Westside Investment Management, Inc. on FZIIX, newest first. How the timeline and the estimate are built.

Westside Investment Management, Inc. held 339,482 FZIIX shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 339,482 shares
    Change vs previous 13F +32,286 shares

    0.46% of the 13F portfolio, value $3,486,482.

    13F-HR 0001538383-26-000004 filed by Westside Investment Management, Inc.
    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 307,196 shares
    Change vs previous 13F +104,827 shares

    0.48% of the 13F portfolio, value $3,133,408.

    13F-HR 0001538383-26-000002 filed by Westside Investment Management, Inc.
    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 202,369 shares
    Change vs previous 13F +2,923 shares

    0.33% of the 13F portfolio, value $2,080,356.

    13F-HR 0001538383-26-000001 filed by Westside Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 199,446 shares
    Change vs previous 13F -1,473 shares

    0.33% of the 13F portfolio, value $2,038,344.

    13F-HR 0001538383-25-000006 filed by Westside Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 200,919 shares
    Change vs previous 13F +6,684 shares

    0.37% of the 13F portfolio, value $2,015,222.

    13F-HR 0001538383-25-000005 filed by Westside Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 194,235 shares
    Change vs previous 13F +52,732 shares

    0.42% of the 13F portfolio, value $1,952,066.

    13F-HR 0001538383-25-000002 filed by Westside Investment Management, Inc.
    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 141,503 shares
    Change vs previous 13F +25,479 shares

    0.3% of the 13F portfolio, value $1,424,936.

    13F-HR 0001538383-25-000001 filed by Westside Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 116,024 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,176,497.

    13F-HR 0001538383-24-000005 filed by Westside Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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