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Disclosery

West Family Investments, Inc.: AVGO position timeline

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

West Family Investments, Inc. held 14,519 AVGO 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 14,519 shares
    Change vs previous 13F +2,521 shares

    1.59% of the 13F portfolio, value $5,484,552.

    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 11,998 shares
    Change vs previous 13F -7,376 shares

    1.3% of the 13F portfolio, value $3,713,501.

    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 19,374 shares
    Change vs previous 13F -461 shares

    1.57% of the 13F portfolio, value $6,705,341.

    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 19,835 shares
    Change vs previous 13F +890 shares

    1.46% of the 13F portfolio, value $6,543,765.

    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 18,945 shares
    Change vs previous 13F +9,144 shares

    1.36% of the 13F portfolio, value $5,222,189.

    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 9,801 shares
    Change vs previous 13F -3,626 shares

    0.62% of the 13F portfolio, value $1,640,981.

    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 13,427 shares
    Change vs previous 13F -210 shares

    1.08% of the 13F portfolio, value $3,112,916.

    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 13,637 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $2,352,383.

    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).