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Disclosery

West Family Investments, Inc.: META position timeline

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

West Family Investments, Inc. held 6,654 META 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 6,654 shares
    Change vs previous 13F +1,132 shares

    1.09% of the 13F portfolio, value $3,748,132.

    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 5,522 shares
    Change vs previous 13F -3,685 shares

    1.11% of the 13F portfolio, value $3,159,302.

    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 9,207 shares
    Change vs previous 13F -602 shares

    1.43% of the 13F portfolio, value $6,077,449.

    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 9,809 shares
    Change vs previous 13F +223 shares

    1.61% of the 13F portfolio, value $7,203,533.

    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 9,586 shares
    Change vs previous 13F +5,353 shares

    1.85% of the 13F portfolio, value $7,075,331.

    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 4,233 shares
    Change vs previous 13F -2,510 shares

    0.92% of the 13F portfolio, value $2,439,732.

    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 6,743 shares
    Change vs previous 13F -101 shares

    1.38% of the 13F portfolio, value $3,948,094.

    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 6,844 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $3,917,779.

    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).