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Disclosery

West Family Investments, Inc.: WF position timeline

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

West Family Investments, Inc. held 12,565 WF 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 12,565 shares
    Change vs previous 13F +3,379 shares

    0.21% of the 13F portfolio, value $721,231.

    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 9,186 shares
    Change vs previous 13F -8,584 shares

    0.21% of the 13F portfolio, value $611,788.

    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 17,770 shares
    Change vs previous 13F -22 shares

    0.25% of the 13F portfolio, value $1,044,698.

    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 17,792 shares
    Change vs previous 13F +178 shares

    0.22% of the 13F portfolio, value $999,021.

    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 17,614 shares
    Change vs previous 13F +5,284 shares

    0.23% of the 13F portfolio, value $875,944.

    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 12,330 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $411,575.

    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 12,330 shares
    Change vs previous 13F -1,009 shares

    0.13% of the 13F portfolio, value $385,313.

    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 13,339 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $476,602.

    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).