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Disclosery

West Family Investments, Inc.: IBN position timeline

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

West Family Investments, Inc. held 45,820 IBN 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 45,820 shares
    Change vs previous 13F +240 shares

    0.39% of the 13F portfolio, value $1,330,155.

    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 45,580 shares
    Change vs previous 13F -7,170 shares

    0.41% of the 13F portfolio, value $1,180,522.

    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 52,750 shares
    Change vs previous 13F -1,822 shares

    0.37% of the 13F portfolio, value $1,571,950.

    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 54,572 shares
    Change vs previous 13F +770 shares

    0.37% of the 13F portfolio, value $1,649,712.

    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 53,802 shares
    Change vs previous 13F +6,400 shares

    0.47% of the 13F portfolio, value $1,809,899.

    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 47,402 shares
    Change vs previous 13F -6,400 shares

    0.56% of the 13F portfolio, value $1,494,111.

    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 53,802 shares
    Change vs previous 13F -770 shares

    0.56% of the 13F portfolio, value $1,606,528.

    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 54,572 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,628,974.

    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).