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Disclosery

West Family Investments, Inc.: T position timeline

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

West Family Investments, Inc. held 32,435 T 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 32,435 shares
    Change vs previous 13F +3,138 shares

    0.19% of the 13F portfolio, value $671,405.

    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 29,297 shares
    Change vs previous 13F -10,143 shares

    0.3% of the 13F portfolio, value $849,320.

    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 39,440 shares
    Change vs previous 13F -8,262 shares

    0.23% of the 13F portfolio, value $979,690.

    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 47,702 shares
    Change vs previous 13F +374 shares

    0.3% of the 13F portfolio, value $1,347,104.

    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 47,328 shares
    Change vs previous 13F +9,367 shares

    0.36% of the 13F portfolio, value $1,369,672.

    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 37,961 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $1,073,537.

    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 37,961 shares
    Change vs previous 13F +15,680 shares

    0.3% of the 13F portfolio, value $864,372.

    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 22,281 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $490,182.

    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).