West Financial Advisors, LLC

All 13F Portfolio Filings

Most recent 13F
Q3 2022
Location
Des Moines, IA
CIK
0001843684
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2022 185 333,742 13F-HR 10/11/2022 000087015622000046 West Financial Advisors, LLC
Q2 2022 165 344,032 13F-HR 7/14/2022 000087015622000033 West Financial Advisors, LLC
Q1 2022 184 380,077 13F-HR 4/18/2022 000087015622000022 West Financial Advisors, LLC
Q4 2021 174 372,642 13F-HR 1/19/2022 000087015622000009 West Financial Advisors, LLC
Q3 2021 152 341,491 13F-HR 10/13/2021 000087015621000048 West Financial Advisors, LLC
Q2 2021 146 327,185 13F-HR 7/27/2021 000087015621000038 West Financial Advisors, LLC
Q1 2021 152 298,230 13F-HR 4/20/2021 000087015621000023 West Financial Advisors, LLC
Q4 2020 153 282,215 RESTATEMENT 2/22/2021 000087015621000017 West Financial Advisors, LLC
Q4 2020 143 230,323,000 13F-HR 2/2/2021 000087015621000011 West Financial Advisors, LLC