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Disclosery

West Family Investments, Inc.: SAN position timeline

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

West Family Investments, Inc. held 66,897 SAN 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 66,897 shares
    Change vs previous 13F +36,396 shares

    0.27% of the 13F portfolio, value $923,179.

    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 30,501 shares
    Change vs previous 13F -24,549 shares

    0.12% of the 13F portfolio, value $344,051.

    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 55,050 shares
    Change vs previous 13F +5,864 shares

    0.15% of the 13F portfolio, value $645,737.

    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 49,186 shares
    Change vs previous 13F +965 shares

    0.12% of the 13F portfolio, value $515,469.

    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 48,221 shares
    Change vs previous 13F +28,331 shares

    0.1% of the 13F portfolio, value $400,234.

    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 19,890 shares
    Change vs previous 13F -17,720 shares

    0.05% of the 13F portfolio, value $133,263.

    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 37,610 shares
    Change vs previous 13F -965 shares

    0.06% of the 13F portfolio, value $171,502.

    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 38,575 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $196,733.

    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).