Position in WEST
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$251
+$120 QoQ
Shares Held
31
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#138
of 147 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WEST Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026West Financial Advisors, LLC holds $251 across 1 Packaged Foods name. WEST ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEST |
Westrock Coffee Co
This page
|
31 | $251 |
All Filings in WEST
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $251 | 31 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $131 | 31 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $126 | 31 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $150 | 31 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $177 | 31 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $223 | 31 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $199 | 31 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $201 | 31 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $317 | 31 | Shares | Sole | 2024-07-15 | |
| No filing history on record for this holder in this stock. | ||||||