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Disclosery

West Family Investments, Inc.: HDB position timeline

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

West Family Investments, Inc. held 12,309 HDB 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 12,309 shares
    Change vs previous 13F -615 shares

    0.09% of the 13F portfolio, value $317,941.

    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 12,924 shares
    Change vs previous 13F -36,215 shares

    0.11% of the 13F portfolio, value $321,549.

    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 49,139 shares
    Change vs previous 13F -2,279 shares

    0.42% of the 13F portfolio, value $1,795,539.

    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 51,418 shares
    Change vs previous 13F +25,924 shares

    0.39% of the 13F portfolio, value $1,756,439.

    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 25,494 shares
    Change vs previous 13F +8,905 shares

    0.51% of the 13F portfolio, value $1,954,625.

    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 16,589 shares
    Change vs previous 13F -2,120 shares

    0.42% of the 13F portfolio, value $1,102,173.

    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 18,709 shares
    Change vs previous 13F -2,871 shares

    0.42% of the 13F portfolio, value $1,194,757.

    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 21,580 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,350,045.

    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).