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Livermore
Livermore
ZHEN

West Financial Advisors, LLC

SEC CIK
0001843684
Latest filing
Jul 8, 2026

ED holding history

Consolidated Edison 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.

ED overviewAll 13F holders of EDFull Q2 2026 holdings

Shares (Q2 2026)
472
Value
$52.2K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of ED by West Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026472$52.2K<0.1%00.0%UnchangedHolders
Q1 2026472$53.4K<0.1%00.0%UnchangedHolders
Q4 2025472$46.9K<0.1%00.0%UnchangedHolders
Q3 2025472$47.4K<0.1%00.0%UnchangedHolders
Q2 2025472$47.4K<0.1%00.0%UnchangedHolders
Q1 2025472$52.2K<0.1%00.0%UnchangedHolders
Q4 2024472$42.1K<0.1%00.0%UnchangedHolders
Q3 2024472$49.1K<0.1%00.0%UnchangedHolders
Q2 2024472$42.2K<0.1%00.0%UnchangedHolders
Q1 2024472$42.9K<0.1%00.0%UnchangedHolders
Q4 2023472$42.9K<0.1%00.0%UnchangedHolders
Q3 2023472$40.4K<0.1%00.0%UnchangedHolders
Q2 2023472$42.7K<0.1%+70+17.4%AddedHolders
Q1 2023402$38.5K<0.1%00.0%UnchangedHolders
Q4 2022402$38.3K<0.1%00.0%UnchangedHolders
Q3 2022402$34.0K<0.1%00.0%UnchangedHolders
Q2 2022402$38.0K<0.1%−142−26.1%ReducedHolders
Q1 2022544$52.0K<0.1%00.0%UnchangedHolders
Q4 2021544$46.0K<0.1%+142+35.3%AddedHolders
Q3 2021402$29.0K<0.1%00.0%UnchangedHolders
Q2 2021402$29.0K<0.1%00.0%UnchangedHolders
Q1 2021402$30.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.