Skip to content
Disclosery

Westside Investment Management, Inc.: SMB position timeline

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

Westside Investment Management, Inc. held 74,357 SMB 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 74,357 shares
    Change vs previous 13F +514 shares

    0.17% of the 13F portfolio, value $1,290,103.

    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 73,843 shares
    Change vs previous 13F +5,319 shares

    0.2% of the 13F portfolio, value $1,277,488.

    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 68,524 shares
    Change vs previous 13F +609 shares

    0.19% of the 13F portfolio, value $1,193,012.

    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 67,915 shares
    Change vs previous 13F +453 shares

    0.19% of the 13F portfolio, value $1,183,087.

    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 67,462 shares
    Change vs previous 13F +459 shares

    0.22% of the 13F portfolio, value $1,164,406.

    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 67,003 shares
    Change vs previous 13F +268 shares

    0.24% of the 13F portfolio, value $1,148,109.

    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 66,735 shares
    Change vs previous 13F +152 shares

    0.24% of the 13F portfolio, value $1,140,505.

    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 66,583 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,151,221.

    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).