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West Family Investments, Inc.: MSFT position timeline

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

West Family Investments, Inc. held 24,135 MSFT 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 24,135 shares
    Change vs previous 13F +5,016 shares

    2.61% of the 13F portfolio, value $9,002,838.

    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 19,119 shares
    Change vs previous 13F -12,568 shares

    2.48% of the 13F portfolio, value $7,077,280.

    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 31,687 shares
    Change vs previous 13F -2,174 shares

    3.6% of the 13F portfolio, value $15,324,467.

    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 33,861 shares
    Change vs previous 13F +811 shares

    3.92% of the 13F portfolio, value $17,538,305.

    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 33,050 shares
    Change vs previous 13F +10,820 shares

    4.29% of the 13F portfolio, value $16,439,401.

    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 22,230 shares
    Change vs previous 13F +519 shares

    3.14% of the 13F portfolio, value $8,344,920.

    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 21,711 shares
    Change vs previous 13F -864 shares

    3.19% of the 13F portfolio, value $9,151,187.

    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 22,575 shares
    Change vs previous 13F not available

    3.31% of the 13F portfolio, value $9,714,023.

    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).