West Family Investments, Inc.: CM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of West Family Investments, Inc. on CM, newest first. How the timeline and the estimate are built.
West Family Investments, Inc. held 2,724 CM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 2,724 sharesChange vs previous 13F +107 shares
0.09% of the 13F portfolio, value $313,260.
13F-HR 0001568303-26-000007 filed by West Family Investments, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,617 sharesChange vs previous 13F -3,703 shares
0.09% of the 13F portfolio, value $247,961.
13F-HR 0001568303-26-000005 filed by West Family Investments, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,320 sharesChange vs previous 13F 0 shares
0.13% of the 13F portfolio, value $572,655.
13F-HR 0001568303-26-000004 filed by West Family Investments, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F/A 6,320 sharesChange vs previous 13F +107 shares
0.11% of the 13F portfolio, value $504,905.
13F-HR 0001568303-25-000008 filed by West Family Investments, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,213 sharesChange vs previous 13F +666 shares
0.11% of the 13F portfolio, value $440,067.
13F-HR 0001568303-25-000007 filed by West Family Investments, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,547 sharesChange vs previous 13F 0 shares
0.12% of the 13F portfolio, value $312,296.
13F-HR 0001568303-25-000005 filed by West Family Investments, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,547 sharesChange vs previous 13F -107 shares
0.12% of the 13F portfolio, value $350,737.
13F-HR 0001568303-25-000002 filed by West Family Investments, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,654 sharesChange vs previous 13F not available
0.12% of the 13F portfolio, value $346,816.
13F-HR 0001568303-24-000008 filed by West Family Investments, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).