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Disclosery

West Family Investments, Inc.: SHEL position timeline

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

West Family Investments, Inc. held 12,116 SHEL 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 12,116 shares
    Change vs previous 13F +4,708 shares

    0.27% of the 13F portfolio, value $939,475.

    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 7,408 shares
    Change vs previous 13F -13,314 shares

    0.24% of the 13F portfolio, value $688,944.

    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 20,722 shares
    Change vs previous 13F -4,199 shares

    0.36% of the 13F portfolio, value $1,522,653.

    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 24,921 shares
    Change vs previous 13F +503 shares

    0.4% of the 13F portfolio, value $1,782,599.

    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 24,418 shares
    Change vs previous 13F +5,045 shares

    0.45% of the 13F portfolio, value $1,719,271.

    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 19,373 shares
    Change vs previous 13F -425 shares

    0.53% of the 13F portfolio, value $1,419,653.

    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 19,798 shares
    Change vs previous 13F -341 shares

    0.43% of the 13F portfolio, value $1,240,345.

    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 20,139 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,328,167.

    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).