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West Financial Advisors, LLC → PNNT

West Financial Advisors, LLC PNNT Position History

PennantPark Investment Corporation • Financial Services

Quarters held
4
Latest value
$1K
Q3 2026
Peak value
$2K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$2K
Q1 2026$2K
Q2 2026$1K
Q3 2026$1K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1K417——
Q2 2026$1K404——
Q1 2026$2K393——
Q4 2025$2K376——

Other funds holding PNNT

Other West Financial Advisors, LLC positions

VGES

VANGUARD INDEX FDS

$93.8M
VGES

VANGUARD INDEX FDS

$89.1M
VGES

VANGUARD INDEX FDS

$87.2M
VGES

VANGUARD TAX-MANAGED FDS

$73.1M
SPY

STATE STR SPDR S&P 500 ETF T

$72.7M
VGES

VANGUARD INDEX FDS

$72.7M
SPY

STATE STR SPDR S&P 500 ETF T

$72.5M
VGES

VANGUARD TAX-MANAGED FDS

$71.5M
West Financial Advisors, LLC PNNT Holdings: 13F Position History | Track13F