Skip to content
Disclosery

West Family Investments, Inc.: UBS position timeline

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

West Family Investments, Inc. held 9,606 UBS 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 9,606 shares
    Change vs previous 13F +4,048 shares

    0.14% of the 13F portfolio, value $476,073.

    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 5,558 shares
    Change vs previous 13F -4,137 shares

    0.08% of the 13F portfolio, value $217,151.

    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 9,695 shares
    Change vs previous 13F +908 shares

    0.11% of the 13F portfolio, value $448,975.

    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 8,787 shares
    Change vs previous 13F +1,977 shares

    0.08% of the 13F portfolio, value $360,267.

    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 6,810 shares
    Change vs previous 13F -2,724 shares

    0.06% of the 13F portfolio, value $230,314.

    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 9,534 shares
    Change vs previous 13F -3,907 shares

    0.11% of the 13F portfolio, value $292,026.

    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 13,441 shares
    Change vs previous 13F -96 shares

    0.14% of the 13F portfolio, value $407,531.

    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 13,537 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $418,429.

    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).