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Disclosery

West Family Investments, Inc.: WIT position timeline

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

West Family Investments, Inc. held 130,079 WIT 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 130,079 shares
    Change vs previous 13F -61,228 shares

    0.08% of the 13F portfolio, value $292,678.

    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 191,307 shares
    Change vs previous 13F -269,055 shares

    0.14% of the 13F portfolio, value $405,571.

    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 460,362 shares
    Change vs previous 13F -80,589 shares

    0.31% of the 13F portfolio, value $1,307,428.

    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 540,951 shares
    Change vs previous 13F +7,784 shares

    0.32% of the 13F portfolio, value $1,422,701.

    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 533,167 shares
    Change vs previous 13F +144,972 shares

    0.42% of the 13F portfolio, value $1,610,164.

    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 388,195 shares
    Change vs previous 13F -12,051 shares

    0.45% of the 13F portfolio, value $1,187,877.

    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 400,246 shares
    Change vs previous 13F +183,742 shares

    0.49% of the 13F portfolio, value $1,416,871.

    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 216,504 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,402,946.

    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).