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Disclosery

West Family Investments, Inc.: TAK position timeline

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

West Family Investments, Inc. held 17,557 TAK 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 17,557 shares
    Change vs previous 13F +1,951 shares

    0.08% of the 13F portfolio, value $281,439.

    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 15,606 shares
    Change vs previous 13F +599 shares

    0.1% of the 13F portfolio, value $289,023.

    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 15,007 shares
    Change vs previous 13F -22,850 shares

    0.05% of the 13F portfolio, value $233,959.

    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 37,857 shares
    Change vs previous 13F +1,650 shares

    0.12% of the 13F portfolio, value $554,226.

    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 36,207 shares
    Change vs previous 13F +2,739 shares

    0.15% of the 13F portfolio, value $559,760.

    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 33,468 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $497,669.

    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 33,468 shares
    Change vs previous 13F +15,638 shares

    0.15% of the 13F portfolio, value $443,116.

    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 17,830 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $253,543.

    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).