Westside Investment Management, Inc.
All 13F Filings
- Location
- Santa Monica, CA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 784,919
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 11/2/2026 | 1,788 | 784,919 | 13F-HR | Westside Investment Management, Inc. |
| Q2 2026 | 7/27/2026 | 1,803 | 761,336 | 13F-HR | Westside Investment Management, Inc. |
| Q1 2026 | 5/4/2026 | 1,833 | 652,673 | 13F-HR | Westside Investment Management, Inc. |
| Q4 2025 | 1/23/2026 | 1,841 | 625,124 | 13F-HR | Westside Investment Management, Inc. |
| Q3 2025 | 11/4/2025 | 1,428 | 625,929 | 13F-HR | Westside Investment Management, Inc. |
| Q2 2025 | 8/5/2025 | 1,329 | 539,209 | 13F-HR | Westside Investment Management, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 419.1 K | 53.4% | 41.51 K | 0 | 41.51 K |
| ETFs | 365.8 K | 46.6% | 0 | 4.978 K | -4.978 K |
| Debt | 0 | 0.0% | 0 | 12.94 K | -12.94 K |
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Fund Snapshot
Q3 2026
Latest filed
11/2/2026
Total value ($000)
784,919
Holdings
1788
QoQ value change ($000)
23,583
(3.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.