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West Financial Advisors’s Immersion IMMR Stock Holding History

West Financial Advisors’s Portfolio IMMR Stock Details IMMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$713 Buy
105
+1
+1% +$6 ﹤0.01% 207
2026
Q1 		$568 Buy
104
+1
+1% +$6 ﹤0.01% 180
2025
Q4 		$700 Buy
103
+1
+1% +$7 ﹤0.01% 224
2025
Q3 		$750 Buy
102
+1
+1% +$7 ﹤0.01% 181
2025
Q2 		$800 Hold
101
– – ﹤0.01% 197
2025
Q1 		$765 Hold
101
– – ﹤0.01% 193
2024
Q4 		$881 Buy
101
+1
+1% +$9 ﹤0.01% 189
2024
Q3 		$895 Hold
100
– – ﹤0.01% 175
2024
Q2 		$941 Buy
+100
New +$866 ﹤0.01% 150

Other funds holding IMMR

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

West Financial Advisors's IMMR Position: Q2 2026 in Review

West Financial Advisors increased its Immersion (IMMR) stake by 0.96% in Q2 2026, buying an estimated $6 and bringing the position to 105 shares worth $713. The position accounts for ﹤0.01% of the portfolio, ranked #207.

West Financial Advisors first reported a position in IMMR in Q2 2024 and has held it in 9 quarters since. The position peaked at $941 in Q2 2024. 8 funds tracked by Wall St. Rank hold IMMR as of Q2 2026.

  • West Financial Advisors held 105 shares of Immersion worth $713 as of Q2 2026.
  • West Financial Advisors bought 1 Immersion share in Q2 2026, an estimated $6.
  • Immersion made up ﹤0.01% of West Financial Advisors's portfolio in Q2 2026, its #207 holding.
  • West Financial Advisors first reported a position in Immersion in Q2 2024 and has held it in 9 quarters since.
  • West Financial Advisors's Immersion position peaked at $941 in Q2 2024.
  • 8 funds tracked by Wall St. Rank held Immersion as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.