Skip to main content

West Financial Advisors, LLC

SEC CIK
0001843684
Latest filing
Jul 8, 2026

EXC holding history

Exelon Corp 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.

EXC overviewAll 13F holders of EXCFull Q2 2026 holdings

Shares (Q4 2023)
0
Sold out in Q4 2023
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q3 2023
Holdings of EXC by West Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20230$00.0%−205−100.0%Sold outHolders
Q3 2023205$7.75K<0.1%+205NewHolders