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Livermore
Livermore
ZHEN

West Financial Advisors, LLC

SEC CIK
0001843684
Latest filing
Jul 8, 2026

V holding history

Visa 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.

V overviewAll 13F holders of VFull Q2 2026 holdings

Shares (Q2 2026)
145
Value
$49.7K
% of portfolio
<0.1%
Quarters held
16
Since Q3 2022
Holdings of V by West Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026145$49.7K<0.1%00.0%UnchangedHolders
Q1 2026145$43.8K<0.1%00.0%UnchangedHolders
Q4 2025145$50.9K<0.1%00.0%UnchangedHolders
Q3 2025145$49.5K<0.1%00.0%UnchangedHolders
Q2 2025145$51.5K<0.1%00.0%UnchangedHolders
Q1 2025145$50.8K<0.1%00.0%UnchangedHolders
Q4 2024145$45.8K<0.1%00.0%UnchangedHolders
Q3 2024145$39.9K<0.1%+73+101.4%AddedHolders
Q2 202472$18.9K<0.1%00.0%UnchangedHolders
Q1 202472$20.1K<0.1%00.0%UnchangedHolders
Q4 202372$18.7K<0.1%00.0%UnchangedHolders
Q3 202372$16.6K<0.1%00.0%UnchangedHolders
Q2 202372$17.1K<0.1%00.0%UnchangedHolders
Q1 202372$16.2K<0.1%00.0%UnchangedHolders
Q4 202272$15.0K<0.1%00.0%UnchangedHolders
Q3 202272$13.0K<0.1%+72NewHolders