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Disclosery

West Family Investments, Inc.: IAU position timeline

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

West Family Investments, Inc. held 0 IAU 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 0 shares
    Change vs previous 13F -384,343 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 384,343 shares
    Change vs previous 13F -37,828 shares

    11.94% of the 13F portfolio, value $34,066,523.

    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 422,171 shares
    Change vs previous 13F -33,615 shares

    8.08% of the 13F portfolio, value $34,436,210.

    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 455,786 shares
    Change vs previous 13F -18 shares

    7.44% of the 13F portfolio, value $33,327,932.

    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 455,804 shares
    Change vs previous 13F -35,242 shares

    7.45% of the 13F portfolio, value $28,561,628.

    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 491,046 shares
    Change vs previous 13F -43,733 shares

    10.95% of the 13F portfolio, value $29,082,433.

    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 534,779 shares
    Change vs previous 13F +1,865 shares

    9.23% of the 13F portfolio, value $26,476,908.

    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 532,914 shares
    Change vs previous 13F not available

    9.06% of the 13F portfolio, value $26,598,993.

    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).