Skip to content
Disclosery

West Family Investments, Inc.: HSBC position timeline

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

West Family Investments, Inc. held 12,240 HSBC 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 12,240 shares
    Change vs previous 13F +2,785 shares

    0.34% of the 13F portfolio, value $1,163,902.

    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 9,455 shares
    Change vs previous 13F -13,602 shares

    0.27% of the 13F portfolio, value $779,943.

    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 23,057 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $1,813,894.

    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 23,057 shares
    Change vs previous 13F +207 shares

    0.37% of the 13F portfolio, value $1,636,586.

    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 22,850 shares
    Change vs previous 13F +11,110 shares

    0.36% of the 13F portfolio, value $1,389,052.

    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 11,740 shares
    Change vs previous 13F -497 shares

    0.25% of the 13F portfolio, value $674,228.

    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 12,237 shares
    Change vs previous 13F -207 shares

    0.21% of the 13F portfolio, value $605,242.

    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 12,444 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $562,344.

    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).