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Disclosery

West Family Investments, Inc.: BTI position timeline

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

West Family Investments, Inc. held 7,255 BTI 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 7,255 shares
    Change vs previous 13F +937 shares

    0.13% of the 13F portfolio, value $448,069.

    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 6,318 shares
    Change vs previous 13F -3,438 shares

    0.13% of the 13F portfolio, value $369,413.

    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 9,756 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $552,385.

    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 9,756 shares
    Change vs previous 13F +76 shares

    0.12% of the 13F portfolio, value $517,848.

    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 9,680 shares
    Change vs previous 13F +3,362 shares

    0.12% of the 13F portfolio, value $458,154.

    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 6,318 shares
    Change vs previous 13F -2,200 shares

    0.1% of the 13F portfolio, value $261,376.

    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 8,518 shares
    Change vs previous 13F +2,124 shares

    0.11% of the 13F portfolio, value $309,374.

    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 6,394 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $233,893.

    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).