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Disclosery

West Family Investments, Inc.: PEP position timeline

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

West Family Investments, Inc. held 8,267 PEP 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 8,267 shares
    Change vs previous 13F +2,950 shares

    0.32% of the 13F portfolio, value $1,119,352.

    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 5,317 shares
    Change vs previous 13F +205 shares

    0.29% of the 13F portfolio, value $825,677.

    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 5,112 shares
    Change vs previous 13F -3,192 shares

    0.17% of the 13F portfolio, value $733,674.

    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 8,304 shares
    Change vs previous 13F +4,197 shares

    0.26% of the 13F portfolio, value $1,166,214.

    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 4,107 shares
    Change vs previous 13F -4,089 shares

    0.14% of the 13F portfolio, value $542,288.

    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 8,196 shares
    Change vs previous 13F -1,136 shares

    0.46% of the 13F portfolio, value $1,228,908.

    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 9,332 shares
    Change vs previous 13F -337 shares

    0.49% of the 13F portfolio, value $1,419,024.

    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 9,669 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,644,213.

    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).