Skip to content
Disclosery

West Family Investments, Inc.: SHG position timeline

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

West Family Investments, Inc. held 12,364 SHG 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 12,364 shares
    Change vs previous 13F +3,849 shares

    0.23% of the 13F portfolio, value $782,023.

    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 8,515 shares
    Change vs previous 13F -53 shares

    0.18% of the 13F portfolio, value $522,140.

    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 8,568 shares
    Change vs previous 13F -608 shares

    0.11% of the 13F portfolio, value $459,502.

    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 9,176 shares
    Change vs previous 13F +1,629 shares

    0.1% of the 13F portfolio, value $462,195.

    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 7,547 shares
    Change vs previous 13F +1,255 shares

    0.09% of the 13F portfolio, value $340,973.

    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 6,292 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $201,847.

    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 6,292 shares
    Change vs previous 13F -1,707 shares

    0.07% of the 13F portfolio, value $206,881.

    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 7,999 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $338,918.

    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).