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West Family Investments, Inc.: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of West Family Investments, Inc. on AAPL, newest first. How the timeline and the estimate are built.

West Family Investments, Inc. held 44,337 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,337 shares
    Change vs previous 13F +2,245 shares

    3.72% of the 13F portfolio, value $12,829,354.

    13F-HR 0001568303-26-000007 filed by West Family Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 42,092 shares
    Change vs previous 13F -23,263 shares

    3.74% of the 13F portfolio, value $10,682,529.

    13F-HR 0001568303-26-000005 filed by West Family Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 65,355 shares
    Change vs previous 13F -4,566 shares

    4.17% of the 13F portfolio, value $17,767,410.

    13F-HR 0001568303-26-000004 filed by West Family Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 69,921 shares
    Change vs previous 13F +1,146 shares

    3.98% of the 13F portfolio, value $17,803,984.

    13F-HR 0001568303-25-000008 filed by West Family Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 68,775 shares
    Change vs previous 13F +21,922 shares

    3.68% of the 13F portfolio, value $14,110,567.

    13F-HR 0001568303-25-000007 filed by West Family Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 46,853 shares
    Change vs previous 13F +1,644 shares

    3.92% of the 13F portfolio, value $10,407,457.

    13F-HR 0001568303-25-000005 filed by West Family Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 45,209 shares
    Change vs previous 13F -513 shares

    3.94% of the 13F portfolio, value $11,321,238.

    13F-HR 0001568303-25-000002 filed by West Family Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 45,722 shares
    Change vs previous 13F not available

    3.63% of the 13F portfolio, value $10,653,226.

    13F-HR 0001568303-24-000008 filed by West Family Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).