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West Family Investments, Inc.: MUFG position timeline

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

West Family Investments, Inc. held 43,037 MUFG 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 43,037 shares
    Change vs previous 13F +6,506 shares

    0.25% of the 13F portfolio, value $856,006.

    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 36,531 shares
    Change vs previous 13F -33,143 shares

    0.22% of the 13F portfolio, value $619,931.

    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 69,674 shares
    Change vs previous 13F +3,932 shares

    0.26% of the 13F portfolio, value $1,105,030.

    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 65,742 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $1,047,927.

    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 65,742 shares
    Change vs previous 13F +47,093 shares

    0.24% of the 13F portfolio, value $901,980.

    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 18,649 shares
    Change vs previous 13F -33,090 shares

    0.1% of the 13F portfolio, value $254,186.

    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 51,739 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $606,381.

    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 51,739 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $526,703.

    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).