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West Financial Advisors, LLC

SEC CIK
0001843684
Latest filing
Jul 8, 2026

FIBK holding history

First Interstate Bancsystem 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.

FIBK overviewAll 13F holders of FIBKFull Q2 2026 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q1 2022
Holdings of FIBK by West Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−6,332−100.0%Sold outHolders
Q3 20246,332$194.3K<0.1%00.0%UnchangedHolders
Q2 20246,332$175.8K<0.1%00.0%UnchangedHolders
Q1 20246,332$172.3K<0.1%00.0%UnchangedHolders
Q4 20236,332$194.7K<0.1%00.0%UnchangedHolders
Q3 20236,332$157.9K<0.1%00.0%UnchangedHolders
Q2 20236,332$151.0K<0.1%00.0%UnchangedHolders
Q1 20236,332$189.1K<0.1%+2,120+50.3%AddedHolders
Q4 20224,212$162.8K<0.1%00.0%UnchangedHolders
Q3 20224,212$170.0K0.1%00.0%UnchangedHolders
Q2 20224,212$161.0K<0.1%00.0%UnchangedHolders
Q1 20224,212$155.0K<0.1%+4,212NewHolders