Skip to content
Disclosery

Westside Investment Management, Inc.: SPY position timeline

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

Westside Investment Management, Inc. held 3,994 SPY 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 3,994 shares
    Change vs previous 13F +252 shares

    0.39% of the 13F portfolio, value $2,983,122.

    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 3,742 shares
    Change vs previous 13F +120 shares

    0.37% of the 13F portfolio, value $2,435,137.

    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 3,622 shares
    Change vs previous 13F +138 shares

    0.4% of the 13F portfolio, value $2,470,933.

    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 3,484 shares
    Change vs previous 13F -503 shares

    0.37% of the 13F portfolio, value $2,322,061.

    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 3,987 shares
    Change vs previous 13F -1,781 shares

    0.46% of the 13F portfolio, value $2,463,706.

    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 5,768 shares
    Change vs previous 13F +84 shares

    0.69% of the 13F portfolio, value $3,227,926.

    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 5,684 shares
    Change vs previous 13F +12 shares

    0.7% of the 13F portfolio, value $3,331,763.

    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 5,672 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $3,227,301.

    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).