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Disclosery

West Family Investments, Inc.: CVS position timeline

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

West Family Investments, Inc. held 22,696 CVS 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 22,696 shares
    Change vs previous 13F -303 shares

    0.05% of the 13F portfolio, value $175,555.

    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 22,999 shares
    Change vs previous 13F -1,319 shares

    0.58% of the 13F portfolio, value $1,651,788.

    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 24,318 shares
    Change vs previous 13F -346 shares

    0.45% of the 13F portfolio, value $1,929,876.

    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 24,664 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $1,859,419.

    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 24,664 shares
    Change vs previous 13F +740 shares

    0.07% of the 13F portfolio, value $252,812.

    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 23,924 shares
    Change vs previous 13F +1,212 shares

    0.61% of the 13F portfolio, value $1,620,851.

    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 22,712 shares
    Change vs previous 13F -2,280 shares

    0.36% of the 13F portfolio, value $1,019,542.

    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 24,992 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,571,497.

    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).