West Financial Advisors, LLC

Position in TYL — Tyler Technologies Inc

CIK 1843684 DES MOINES, IA

Position in TYL

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

Position Value

$491,332

-$4,776 QoQ

Shares Held

1,680

+15.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#412

of 756 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

West Financial Advisors, LLC holds $495,696 across 6 Software - Application names. TYL ranks #1 (99.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TYL	Tyler Technologies Inc This page	1,680	$491,332
2	SHOP	Shopify Inc.	9	$1,027
3	U	Unity Software Inc.	34	$971
4	PAYC	Paycom Software, Inc.	7	$879
5	TTAN	ServiceTitan, Inc.	11	$777
6	IMMR	Immersion Corp	105	$710

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$491,332	1,680	+15.9%	Shares	Sole	2026-07-08
2026-03-31	$496,108	1,449	0.0%	Shares	Sole	2026-04-08
2025-12-31	$657,773	1,449	0.0%	Shares	Sole	2026-01-13
2025-09-30	$758,058	1,449	+0.6%	Shares	Sole	2025-10-14
2025-06-30	$853,689	1,440	+0.8%	Shares	Sole	2025-07-21
2025-03-31	$830,224	1,428	+0.7%	Shares	Sole	2025-04-09
2024-12-31	$817,675	1,418	+0.9%	Shares	Sole	2025-01-14
2024-09-30	$820,710	1,406	+0.9%	Shares	Sole	2024-10-08
2024-06-30	$700,875	1,394	+1.2%	Shares	Sole	2024-07-15
2024-03-31	$585,663	1,378	+1.0%	Shares	Sole	2024-04-11
2023-12-31	$570,315	1,364	-7.3%	Shares	Sole	2024-01-11
2023-09-30	$568,011	1,471	+11.4%	Shares	Sole	2023-10-10
2023-06-30	$550,156	1,321	+1.0%	Shares	Sole	2023-07-07
2023-03-31	$463,869	1,308	+1.4%	Shares	Sole	2023-04-18
2022-12-31	$415,908	1,290	+34.5%	Shares	Other	2023-01-10
2022-09-30	$333,252	959	+1.9%	Shares	Sole	2022-10-11
2022-06-30	$312,863	941	+5.8%	Shares	Other	2022-07-14
2022-03-31	$395,507	889	+1.4%	Shares	Sole	2022-04-18
2021-12-31	$471,782	877	-12.8%	Shares	Other	2022-01-19
2021-09-30	$461,401	1,006	+1.0%	Shares	Sole	2021-10-13
2021-06-30	$450,560	996	-2.8%	Shares	Sole	2021-07-27
2021-03-31	$435,143	1,025	+1.1%	Shares	Sole	2021-04-20
2020-12-31	$442,631	1,014	—	Shares	Sole	2021-02-22
No filing history on record for this holder in this stock.