Skip to content
Disclosery

West Family Investments, Inc.: UMC position timeline

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

West Family Investments, Inc. held 92,392 UMC 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 92,392 shares
    Change vs previous 13F -32,932 shares

    0.73% of the 13F portfolio, value $2,513,986.

    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 125,324 shares
    Change vs previous 13F -27,255 shares

    0.39% of the 13F portfolio, value $1,125,410.

    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 152,579 shares
    Change vs previous 13F -20,667 shares

    0.28% of the 13F portfolio, value $1,199,271.

    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 173,246 shares
    Change vs previous 13F -14,450 shares

    0.29% of the 13F portfolio, value $1,313,205.

    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 187,696 shares
    Change vs previous 13F +50,925 shares

    0.37% of the 13F portfolio, value $1,435,874.

    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 136,771 shares
    Change vs previous 13F -212 shares

    0.37% of the 13F portfolio, value $977,913.

    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 136,983 shares
    Change vs previous 13F -4,678 shares

    0.31% of the 13F portfolio, value $889,020.

    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 141,661 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,192,786.

    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).