West Financial Advisors, LLC IMMR IMMERSION CORP

Ownership history in West Financial Advisors, LLC  ·  8 quarters on record

AI Ownership Summary

West Financial Advisors, LLC reported IMMERSION CORP (IMMR) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. The latest visible filing shows IMMR at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IMMR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was West Financial Advisors, LLC's position in IMMERSION CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IMMR was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How West Financial Advisors, LLC held IMMR — position size vs. price
% of Fund (quarterly)    IMMR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 104 +1 +1.0% 0.00% $568 2026-04-08 $5.53
2025 Q4 ADDED 103 +1 +1.0% 0.00% $700 2026-01-13 $6.41
2025 Q3 ADDED 102 +1 +1.0% 0.00% $750 2025-10-14 $6.97
2025 Q2 UNCHANGED 101 0% 0.00% $800 2025-07-21 $6.90
2025 Q1 UNCHANGED 101 0% 0.00% $765 2025-04-09 $6.88
2024 Q4 ADDED 101 +1 +1.0% 0.00% $881 2025-01-14 $8.10
2024 Q3 UNCHANGED 100 0% 0.00% $895 2024-10-08 $7.80
2024 Q2 INITIATED 100 0.00% $941 2024-07-15 $10.69

FAQ About West Financial Advisors, LLC and IMMR

These are the practical questions this page is built to answer before you even open the full history table.

How long has West Financial Advisors, LLC reported owning IMMR?

West Financial Advisors, LLC reported IMMR across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported IMMR position in West Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for IMMR was 0.00% in 2024 Q2.

What is the latest reported IMMR position on this page?

The most recent filing on this page is 2026 Q1, when West Financial Advisors, LLC reported 104 shares, equal to 0.00% of portfolio, with an estimated market value of $568.

What does the chart on this IMMR ownership page compare?

The chart compares West Financial Advisors, LLC's quarterly IMMR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did West Financial Advisors, LLC time their IMMR position?

Based on 13F filing dates vs. subsequent IMMR price moves, West Financial Advisors, LLC correctly timed 0 out of 4 reported position changes (0%). The annualised alpha on IMMR relative to SPY over the holding period was -39.4%.

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