Position in CI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$253,349
+$18,076 QoQ
Shares Held
919
+4.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,240
of 1,682 holders
Holding Since
Jun 2021
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026West Family Investments, Inc. holds $2,928,976 across 6 Healthcare Plans names. CI ranks #5 (8.6% of the industry book) .
All Filings in CI
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $253,349 | 919 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $235,273 | 882 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $253,762 | 922 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $424,304 | 1,472 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $524,299 | 1,586 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $377,692 | 1,148 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $296,574 | 1,074 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $418,499 | 1,208 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $405,278 | 1,226 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $400,598 | 1,103 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $295,557 | 987 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $278,346 | 973 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $273,023 | 973 | Shares | Sole | 2023-08-16 | |
| 2021-06-30 | $306,057 | 1,291 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||