Westshore Wealth, LLC
Position in SEPW — AllianzIM U.S. Equity Buffer20 Sep ETF
CIK 1806366
NEWPORT BEACH, CA
All Filings in SEPW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SEPW | $5,017,659 | 158,842 | Shares | Sole | 2026-05-27 | |
| 2025-12-31 SEPW | $5,071,131 | 158,880 | Shares | Sole | 2026-02-25 | |
| 2025-09-30 SEPW | $4,941,482 | 157,347 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 SEPW | $2,555,363 | 84,696 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 SEPW | $2,417,732 | 84,696 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 SEPW | $2,448,137 | 84,696 | Shares | Sole | 2025-05-28 | |
| 2024-09-30 SEPW | $2,416,207 | 84,696 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||