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CIK 0001923591 • 7 13F filings • May 5, 2025 – Oct 14, 2026
Import this data to Google Sheets with:
=jivedata("west-wealth-group-llc","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 |
| 0001172661-25-004435 |
| $443.6M |
| View |
| Aug 6, 2026 | Q2 2026 | 13F-HR | 0001172661-26-003107 | $611.3M | View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001172661-25-003120 | $402.2M | View |
| May 12, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001663 | $506.0M | View |
| May 5, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001576 | $338.3M | View |