West Family Investments, Inc.: ATO position timeline

West Family Investments, Inc. held 4,629 ATO 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 4,629 shares

   Change vs previous 13F +4,629 shares

   0.23% of the 13F portfolio, value $797,438.

   13F-HR 0001568303-26-000007 filed by West Family Investments, Inc.
   Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -1,380 shares

   13F-HR 0001568303-26-000005 filed by West Family Investments, Inc.
   Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

   Exited: the 13F for this period no longer lists the position.

3. period ended2025-12-31

   13F 1,380 shares

   Change vs previous 13F +44 shares

   0.05% of the 13F portfolio, value $231,329.

   13F-HR 0001568303-26-000004 filed by West Family Investments, Inc.
   Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F/A 1,336 shares

   Change vs previous 13F +13 shares

   0.05% of the 13F portfolio, value $228,122.

   13F-HR 0001568303-25-000008 filed by West Family Investments, Inc.
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 1,323 shares

   Change vs previous 13F not available

   0.05% of the 13F portfolio, value $203,888.

   13F-HR 0001568303-25-000007 filed by West Family Investments, Inc.
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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