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West Financial Advisors, LLC

SEC CIK
0001843684
Latest filing
Jul 8, 2026

BX holding history

Blackstone Inc. in every 13F filed by West Financial Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BX overviewAll 13F holders of BXFull Q2 2026 holdings

Shares (Q2 2026)
176
Value
$20.7K
% of portfolio
<0.1%
Quarters held
8
Since Q3 2024
Holdings of BX by West Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026176$20.7K<0.1%00.0%UnchangedHolders
Q1 2026176$20.2K<0.1%00.0%UnchangedHolders
Q4 2025176$27.1K<0.1%00.0%UnchangedHolders
Q3 2025176$30.1K<0.1%00.0%UnchangedHolders
Q2 2025176$26.3K<0.1%−508−74.3%ReducedHolders
Q1 2025684$95.6K<0.1%−82−10.7%ReducedHolders
Q4 2024766$132.1K<0.1%+590+335.2%AddedHolders
Q3 2024176$27.0K<0.1%+176NewHolders