West Financial Advisors - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for West Financial Advisors going back to Feb. 2, 2021
- West Financial Advisors 2025 Q3 - filed Oct. 14, 2025 - new!
- West Financial Advisors 2025 Q2 - filed July 21, 2025
- West Financial Advisors 2025 Q1 - filed April 9, 2025
- West Financial Advisors 2024 Q4 - filed Jan. 14, 2025
- West Financial Advisors 2024 Q3 - filed Oct. 8, 2024
- West Financial Advisors 2024 Q2 - filed July 15, 2024
- West Financial Advisors 2024 Q1 - filed April 11, 2024
- West Financial Advisors 2023 Q4 - filed Jan. 11, 2024
- West Financial Advisors 2023 Q3 - filed Oct. 10, 2023
- West Financial Advisors 2023 Q2 - filed July 7, 2023
- West Financial Advisors 2023 Q1 - filed April 18, 2023
- West Financial Advisors 2022 Q4 - filed Jan. 10, 2023
- West Financial Advisors 2022 Q3 - filed Oct. 11, 2022
- West Financial Advisors 2022 Q2 - filed July 14, 2022
- West Financial Advisors 2022 Q1 - filed April 18, 2022
- West Financial Advisors 2021 Q4 - filed Jan. 19, 2022
- West Financial Advisors 2021 Q3 - filed Oct. 13, 2021
- West Financial Advisors 2021 Q2 - filed July 27, 2021
- West Financial Advisors 2021 Q1 - filed April 20, 2021
- West Financial Advisors 2020 Q4 restated - filed Feb. 22, 2021
- West Financial Advisors 2020 Q4 - filed Feb. 2, 2021