Current Market Value 406,263,421
Current Holdings 264
Most Recent File Date 2026-04-16
Total Filings on Record 14
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Westmount Partners, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

Upgrade to unlock premium data.

File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2026-04-16 2026-03-31 13F-HR 264 406,263
2026-01-15 2025-12-31 13F-HR 246 401,105
2025-10-14 2025-09-30 13F-HR 244 387,249
2025-07-09 2025-06-30 13F-HR 246 364,130
2025-05-01 2025-03-31 13F-HR 239 327,862
2025-01-13 2024-12-31 13F-HR 218 329,165
2025-01-13 2024-09-30 13F-HR 230 332,532
2025-01-28 2024-06-30 13F-HR 219 302,954
2025-01-28 2024-03-31 13F-HR 213 277,967
2025-01-28 2023-12-31 13F-HR 202 244,899
2025-01-28 2023-09-30 13F-HR 195 226,998
2025-01-28 2023-06-30 13F-HR 188 229,742
2025-01-29 2023-03-31 13F-HR 184 216,345
2025-01-28 2022-12-31 13F-HR 172 192,483