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Disclosery

West Family Investments, Inc.: BAC position timeline

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

West Family Investments, Inc. held 17,738 BAC 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 17,738 shares
    Change vs previous 13F +582 shares

    0.29% of the 13F portfolio, value $1,010,711.

    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 17,156 shares
    Change vs previous 13F -8,037 shares

    0.29% of the 13F portfolio, value $836,355.

    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 25,193 shares
    Change vs previous 13F -3,542 shares

    0.33% of the 13F portfolio, value $1,385,615.

    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 28,735 shares
    Change vs previous 13F +298 shares

    0.33% of the 13F portfolio, value $1,482,439.

    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 28,437 shares
    Change vs previous 13F +9,411 shares

    0.35% of the 13F portfolio, value $1,345,639.

    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 19,026 shares
    Change vs previous 13F -1,641 shares

    0.3% of the 13F portfolio, value $793,955.

    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 20,667 shares
    Change vs previous 13F -298 shares

    0.32% of the 13F portfolio, value $908,315.

    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 20,965 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $831,891.

    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).