West Financial Advisors, LLC

Position in SIRI — Sirius Xm Holdings Inc.

CIK 1843684 DES MOINES, IA

Position in SIRI

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$4,578

+$1,024 QoQ

Shares Held

155

+0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#496

of 590 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

West Financial Advisors, LLC holds $5,148 across 4 Entertainment names. SIRI ranks #1 (88.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SIRI	Sirius Xm Holdings Inc. This page	155	$4,578
2	DIS	Walt Disney Co	5	$481
3	WBD	Warner Bros. Discovery, Inc.	2	$53
4	VSNT	Versant Media Group, Inc.	1	$36

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,578	155	+0.6%	Shares	Sole	2026-07-08
2026-03-31	$3,554	154	+1.3%	Shares	Sole	2026-04-08
2025-12-31	$3,040	152	+1.3%	Shares	Sole	2026-01-13
2025-09-30	$3,492	150	—	Shares	Sole	2025-10-14
No filing history on record for this holder in this stock.