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Disclosery

West Family Investments, Inc.: PG position timeline

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

West Family Investments, Inc. held 9,405 PG 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 9,405 shares
    Change vs previous 13F -729 shares

    0.4% of the 13F portfolio, value $1,379,149.

    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 10,134 shares
    Change vs previous 13F -1,203 shares

    0.51% of the 13F portfolio, value $1,463,755.

    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 11,337 shares
    Change vs previous 13F -4,306 shares

    0.38% of the 13F portfolio, value $1,624,705.

    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 15,643 shares
    Change vs previous 13F +217 shares

    0.54% of the 13F portfolio, value $2,403,547.

    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 15,426 shares
    Change vs previous 13F +4,389 shares

    0.64% of the 13F portfolio, value $2,457,670.

    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 11,037 shares
    Change vs previous 13F -659 shares

    0.71% of the 13F portfolio, value $1,880,926.

    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 11,696 shares
    Change vs previous 13F -47 shares

    0.68% of the 13F portfolio, value $1,960,834.

    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 11,743 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $2,033,888.

    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).