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Disclosery

West Family Investments, Inc.: ED position timeline

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

West Family Investments, Inc. held 9,376 ED 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 9,376 shares
    Change vs previous 13F +328 shares

    0.3% of the 13F portfolio, value $1,037,267.

    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 9,048 shares
    Change vs previous 13F +54 shares

    0.36% of the 13F portfolio, value $1,024,053.

    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 8,994 shares
    Change vs previous 13F -1,349 shares

    0.21% of the 13F portfolio, value $893,284.

    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 10,343 shares
    Change vs previous 13F -34 shares

    0.23% of the 13F portfolio, value $1,039,678.

    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 10,377 shares
    Change vs previous 13F +1,132 shares

    0.27% of the 13F portfolio, value $1,041,332.

    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 9,245 shares
    Change vs previous 13F +32 shares

    0.39% of the 13F portfolio, value $1,022,405.

    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 9,213 shares
    Change vs previous 13F -125 shares

    0.29% of the 13F portfolio, value $822,076.

    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 9,338 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $972,366.

    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).