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CIK 0001759641 • 7 13F filings • Apr 21, 2025 – Oct 14, 2026
Import this data to Google Sheets with:
=jivedata("westhill-financial-advisors-inc","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 |
| 0002085853-25-000071 |
| $510.3M |
| View |
| Jul 21, 2026 | Q2 2026 | 13F-HR | 0002085853-26-000786 | $587.3M | View |
| Jul 9, 2025 | Q2 2025 | 13F-HR | 0001667731-25-000752 | $471.4M | View |
| Apr 9, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000325 | $523.0M | View |
| Apr 21, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000467 | $437.1M | View |