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Disclosery

West Family Investments, Inc.: VZ position timeline

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

West Family Investments, Inc. held 25,209 VZ 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 25,209 shares
    Change vs previous 13F +428 shares

    0.31% of the 13F portfolio, value $1,067,349.

    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 24,781 shares
    Change vs previous 13F -428 shares

    0.44% of the 13F portfolio, value $1,244,006.

    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 25,209 shares
    Change vs previous 13F -11,110 shares

    0.24% of the 13F portfolio, value $1,026,763.

    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 36,319 shares
    Change vs previous 13F +147 shares

    0.36% of the 13F portfolio, value $1,596,220.

    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 36,172 shares
    Change vs previous 13F +7,620 shares

    0.41% of the 13F portfolio, value $1,565,162.

    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 28,552 shares
    Change vs previous 13F +2,404 shares

    0.49% of the 13F portfolio, value $1,295,119.

    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 26,148 shares
    Change vs previous 13F -1,536 shares

    0.36% of the 13F portfolio, value $1,045,659.

    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 27,684 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,243,288.

    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).