West Family Investments, Inc.: VRT position timeline

West Family Investments, Inc. held 1,729 VRT 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 1,729 shares

   Change vs previous 13F +62 shares

   0.17% of the 13F portfolio, value $578,904.

   13F-HR 0001568303-26-000007 filed by West Family Investments, Inc.
   Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 1,667 shares

   Change vs previous 13F -775 shares

   0.15% of the 13F portfolio, value $417,717.

   13F-HR 0001568303-26-000005 filed by West Family Investments, Inc.
   Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 2,442 shares

   Change vs previous 13F 0 shares

   0.09% of the 13F portfolio, value $395,628.

   13F-HR 0001568303-26-000004 filed by West Family Investments, Inc.
   Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F/A 2,442 shares

   Change vs previous 13F +24 shares

   0.08% of the 13F portfolio, value $368,400.

   13F-HR 0001568303-25-000008 filed by West Family Investments, Inc.
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 2,418 shares

   Change vs previous 13F not available

   0.08% of the 13F portfolio, value $310,495.

   13F-HR 0001568303-25-000007 filed by West Family Investments, Inc.
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).