Position in LPL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$495,348
+$330,022 QoQ
Shares Held
127,339
+198.8% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#45
of 191 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LPL Over Time
Shares Held
Position Value (USD)
Position in Consumer Electronics
Technology · as of Jun 30, 2026West Family Investments, Inc. holds $13,784,437 across 3 Consumer Electronics names. LPL ranks #2 (3.6% of the industry book) .
All Filings in LPL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $495,348 | 127,339 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $165,326 | 42,610 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||