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West Financial Advisors, LLC

SEC CIK
0001843684
Latest filing
Jul 8, 2026

LOW holding history

Lowes Companies 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.

LOW overviewAll 13F holders of LOWFull Q2 2026 holdings

Shares (Q2 2026)
170
Value
$37.5K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of LOW by West Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026170$37.5K<0.1%00.0%UnchangedHolders
Q1 2026170$40.2K<0.1%00.0%UnchangedHolders
Q4 2025170$41.0K<0.1%−86−33.6%ReducedHolders
Q3 2025256$64.3K<0.1%00.0%UnchangedHolders
Q2 2025256$56.8K<0.1%00.0%UnchangedHolders
Q1 2025256$59.7K<0.1%00.0%UnchangedHolders
Q4 2024256$63.2K<0.1%00.0%UnchangedHolders
Q3 2024256$69.3K<0.1%00.0%UnchangedHolders
Q2 2024256$56.4K<0.1%00.0%UnchangedHolders
Q1 2024256$65.2K<0.1%00.0%UnchangedHolders
Q4 2023256$57.0K<0.1%−22−7.9%ReducedHolders
Q3 2023278$57.8K<0.1%+22+8.6%AddedHolders
Q2 2023256$57.8K<0.1%00.0%UnchangedHolders
Q1 2023256$51.2K<0.1%00.0%UnchangedHolders
Q4 2022256$51.0K<0.1%−773−75.1%ReducedHolders
Q3 20221,029$193.0K0.1%00.0%UnchangedHolders
Q2 20221,029$180.0K0.1%00.0%UnchangedHolders
Q1 20221,029$208.0K0.1%+414+67.3%AddedHolders
Q4 2021615$159.0K<0.1%00.0%UnchangedHolders
Q3 2021615$125.0K<0.1%00.0%UnchangedHolders
Q2 2021615$119.0K<0.1%00.0%UnchangedHolders
Q1 2021615$117.0K<0.1%––Holders

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