Westside Investment Management, Inc. has released its latest 13F-HR filing, indicating that the firm manages a total of $784.9 million in assets as of September 30, 2026. This filing is significant as it provides insight into the company's investment strategies and positions in various securities.
The filing shows that Westside Investment Management continues to navigate a complex market landscape, reflecting the ongoing adjustments investment firms are making in response to economic conditions. The investment management industry is characterized by its dynamic nature, with firms frequently reassessing their portfolios to align with market trends.
Westside Investment Management, Inc. is based in Santa Monica, California. The company was previously known as Westside Investment Management, LLC until its name change in December 2011. The firm operates under the Central Index Key (CIK) 0001538383 and is categorized as an investment management entity.
According to the filing, the total number of securities held by Westside Investment Management is 1,893. The firm reported that it holds these securities with sole investment discretion, indicating a focused management approach.
As the investment management industry continues to evolve, competitors will be closely monitoring Westside's strategies and asset allocations. The filing does not specify what actions the firm plans to take next, leaving the market to speculate on potential adjustments in response to ongoing economic shifts.
For further details, the filing can be accessed through the SEC's EDGAR database under accession number 0001538383-26-000005.
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