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West Financial Advisors, LLCETFConcentrated trader

CIK: 0001843684 | DES MOINES, IA

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR275$665.0M2026-10-22SEC ↗
Q2 2026
13F-HR224$658.5M2026-07-08SEC ↗
Q1 2026
13F-HR193$589.1M2026-04-08SEC ↗
Q4 2025
13F-HR236$592.7M2026-01-13SEC ↗
Q3 2025
13F-HR193$605.0M2025-10-14SEC ↗
Q2 2025
13F-HR207$574.7M2025-07-21SEC ↗
Q1 2025
13F-HR203$526.2M2025-04-09SEC ↗
Q4 2024
13F-HR205$518.6M2025-01-14SEC ↗
Q3 2024
13F-HR188$518.5M2024-10-08SEC ↗
Q2 2024
13F-HR160$481.6M2024-07-15SEC ↗
Q1 2024
13F-HR154$466.2M2024-04-11SEC ↗
Q4 2023
13F-HR157$438.7M2024-01-11SEC ↗
Q3 2023
13F-HR208$398.6M2023-10-10SEC ↗
Q2 2023
13F-HR187$406.4M2023-07-07SEC ↗
Q1 2023
13F-HR162$382.1M2023-04-18SEC ↗
Q4 2022
13F-HR164$358.2M2023-01-10SEC ↗
Q3 2022
13F-HR185$1.2M2022-10-11SEC ↗
Q2 2022
13F-HR165$748.6K2022-07-14SEC ↗
Q1 2022
13F-HR184$654.8K2022-04-18SEC ↗
Q4 2021
13F-HR174$731.3K2022-01-19SEC ↗
Q3 2021
13F-HR152$552.3K2021-10-13SEC ↗
Q2 2021
13F-HR146$454.1K2021-07-27SEC ↗
Q1 2021
13F-HR152$449.1K2021-04-20SEC ↗
Q4 2020Amended
13F-HR/A143$230.3M2021-02-02SEC ↗