West Family Investments, Inc.
Holdings in WF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,044,698 | 17,770 | Shares | Sole | 2026-02-11 |
| 2025-06-30 | $875,944 | 17,614 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $411,575 | 12,330 | Shares | Sole | 2025-05-02 |
| 2024-12-31 | $385,312 | 12,330 | Shares | Sole | 2025-02-07 |
| 2024-09-30 | $476,602 | 13,339 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $382,205 | 11,929 | Shares | Sole | 2024-08-05 |
| 2024-03-31 | $386,857 | 11,929 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $314,529 | 10,408 | Shares | Sole | 2024-02-06 |
| 2023-09-30 | $281,987 | 10,284 | Shares | Sole | 2023-11-02 |
| 2023-06-30 | $368,352 | 13,668 | Shares | Sole | 2023-08-16 |
| 2023-03-31 | $307,934 | 11,713 | Shares | Sole | 2023-05-03 |
| 2022-12-31 | $340,298 | 12,361 | Shares | Sole | 2023-02-08 |