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CIK 0002067541 • 5 13F filings • Jul 8, 2025 – Jul 13, 2026
Import this data to Google Sheets with:
=jivedata("21-west-wealth-management-llc-0002067541-filer","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0002067541-25-000003 |
| $105.4M |
| View |
| Jul 13, 2026 | Q2 2026 | 13F-HR | 0002067541-26-000003 | $117.1M | View |
| Jul 8, 2025 | Q2 2025 | 13F-HR | 0002067541-25-000002 | $99.1M | View |
| Apr 15, 2026 | Q1 2026 | 13F-HR | 0002067541-26-000002 | $107.7M | View |