Westfuller Advisors, LLC HEZU — ISHARES TR

Ownership history in Westfuller Advisors, LLC  ·  7 quarters on record

AI Ownership Summary

Westfuller Advisors, LLC reported ISHARES TR (HEZU) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.19% in 2024 Q3. The latest visible filing shows HEZU at 0.11% 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 HEZU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Westfuller Advisors, LLC's position in ISHARES TR, 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

HEZU was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.19% in 2024 Q3

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

Time in book
Holding Window
2024 Q3 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.

HEZU stock page Westfuller Advisors, LLC fund profile Westfuller Advisors, LLC full holdings
How Westfuller Advisors, LLC held HEZU — position size vs. price
% of Fund (quarterly)    HEZU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 5,905 -1,726 -22.6% 0.11% $258K 2026-04-28 $45.55
2025 Q4 ADDED — — — 7,631 +72 +1.0% 0.14% $334K 2026-01-21 $45.18
2025 Q3 ADDED — — — 7,559 +158 +2.1% 0.14% $319K 2025-10-30 $42.79
2025 Q2 UNCHANGED — — — 7,401 — 0% 0.17% $304K 2025-07-11 $40.18
2025 Q1 UNCHANGED — — — 7,401 — 0% 0.19% $288K 2025-04-25 $37.57
2024 Q4 ADDED — — — 7,401 +50 +0.7% 0.17% $265K 2025-02-20 $38.64
2024 Q3 INITIATED — — — 7,351 — — 0.19% $270K 2024-11-07 $34.57

🏢 Other funds also holding HEZU

As of 2026 Q1 — sorted by position size

Insight Wealth Strategies, LLC 3Y 7Y 1.14% Stanich Group LLC 0.59% Robertson Stephens Wealth Management, LLC 3Y 7Y 0.32% Piscataqua Savings Bank 3Y 0.12% Detalus Advisors, LLC 3Y 0.1% Formidable Asset Management, LLC 3Y 7Y 0.06% Quotient Wealth Partners, LLC 0.05% Magnus Financial Group LLC 3Y 7Y 0.02% Diversified Trust Co 3Y 7Y 0.01% WOLFF WIESE MAGANA LLC 3Y 0.0%

FAQ About Westfuller Advisors, LLC and HEZU

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

How long has Westfuller Advisors, LLC reported owning HEZU?

Westfuller Advisors, LLC reported HEZU across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported HEZU position in Westfuller Advisors, LLC's portfolio?

The largest reported portfolio weight for HEZU was 0.19% in 2024 Q3.

What is the latest reported HEZU position on this page?

The most recent filing on this page is 2026 Q1, when Westfuller Advisors, LLC reported 5,905 shares, equal to 0.11% of portfolio, with an estimated market value of $258K.

What does the chart on this HEZU ownership page compare?

The chart compares Westfuller Advisors, LLC's quarterly HEZU 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 Westfuller Advisors, LLC time their HEZU position?

Based on 13F filing dates vs. subsequent HEZU price moves, Westfuller Advisors, LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on HEZU relative to SPY over the holding period was +5.4%.

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