Notify me when West Family Investments, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 351 | $425,930,336 | +$13,271,780 | -$43,561,163 | -$30,289,383 | IAU, NVDA, AAPL, MSFT, SCHP | 13F-HR | 11 Feb 2026, 13:18 |
| Q3 2025 | 1 | $2,954,439 | $0 | $0 | $0 | HTFL | New Holdings | 09 Feb 2026, 17:48 |
| Q3 2025 | 378 | $447,204,088 | +$21,048,562 | -$8,575,462 | +$12,473,100 | IAU, NVDA, AAPL, MSFT, TLT | 13F-HR | 10 Nov 2025, 18:22 |
| Q2 2025 | 367 | $381,742,884 | +$130,862,503 | -$5,850,872 | +$125,011,631 | IAU, NVDA, MSFT, AAPL, TLT | 13F-HR | 13 Aug 2025, 10:12 |
| Q1 2025 | 272 | $265,546,807 | +$10,102,786 | -$40,568,477 | -$30,465,691 | IAU, SCHP, TLT, AAPL, LGO | 13F-HR | 02 May 2025, 08:56 |
| Q4 2024 | 284 | $286,985,319 | +$21,918,076 | -$16,202,600 | +$5,715,476 | IAU, AAPL, SCHP, TLT, NVDA | 13F-HR | 06 Feb 2025, 17:42 |
| Q3 2024 | 293 | $293,738,225 | +$37,239,673 | -$90,862,526 | -$53,622,853 | IAU, LGO, TLT, SCHP, AAPL | 13F-HR | 08 Nov 2024, 12:11 |
| Q2 2024 | 252 | $322,058,620 | +$17,021,965 | -$12,951,627 | +$4,070,338 | IAU, SCHP, NEM, LGO, RRC | 13F-HR | 05 Aug 2024, 11:48 |
| Q1 2024 | 259 | $313,180,641 | +$27,590,433 | -$13,067,700 | +$14,522,733 | IAU, RRC, SCHP, LGO, NEM | 13F-HR | 13 May 2024, 12:53 |
| Q4 2023 | 236 | $275,725,301 | +$12,266,827 | -$21,908,004 | -$9,641,177 | IAU, LGO, SCHP, RRC, MBB | 13F-HR | 06 Feb 2024, 08:47 |
| Q3 2023 | 227 | $269,441,504 | +$49,423,864 | -$14,393,937 | +$35,029,927 | IAU, LGO, SCHP, RRC, MBB | 13F-HR | 02 Nov 2023, 15:24 |
| Q2 2023 | 235 | $246,714,656 | +$69,764,525 | -$73,374,052 | -$3,609,527 | LGO, RRC, AAPL, GOLD, UNH | 13F-HR | 15 Aug 2023, 19:55 |
| Q1 2023 | 193 | $251,548,304 | +$22,196,727 | -$72,257,019 | -$50,060,292 | IAU, SCHP, TLT, NEM, MBB | 13F-HR | 03 May 2023, 09:10 |
| Q4 2022 | 234 | $292,349,094 | +$66,776,857 | -$20,981,745 | +$45,795,112 | LGO, IAU, SCHP, TLT, NEM | 13F-HR | 08 Feb 2023, 16:44 |
| Q3 2022 | 1 | $2,002,770 | $0 | $0 | $0 | CVS | New Holdings | 08 Feb 2023, 16:35 |
| Q3 2022 | 219 | $234,236,770 | +$30,379,708 | -$25,586,505 | +$4,793,203 | LGO, PYPL, RRC, NEM, UNH | 13F-HR | 04 Nov 2022, 10:45 |
| Q2 2022 | 1 | $1,945,860 | $0 | $0 | $0 | CVS | New Holdings | 08 Feb 2023, 16:24 |
| Q2 2022 | 225 | $251,249,860 | +$29,692,047 | -$53,732,513 | -$24,040,466 | LGO, ELV, NEM, RRC, UNH | 13F-HR | 12 Aug 2022, 13:36 |
| Q1 2022 | 290 | $349,901,000 | +$40,223,018 | -$74,688,132 | -$34,465,114 | LGO, NEM, GOLD, AAPL, RRC | 13F-HR | 13 May 2022, 11:00 |
| Q4 2021 | 1 | $3,226,000 | $0 | $0 | $0 | CHK | New Holdings | 15 Feb 2022, 13:34 |
| Q4 2021 | 315 | $356,764,000 | +$81,982,078 | -$116,535,603 | -$34,553,525 | LGO, IAU, SCHP, TLT, NEM | Restatement | 15 Feb 2022, 13:31 |
| Q3 2021 | 15 | $42,837,000 | $0 | $0 | $0 | HACK, GOLD, RRC, ELV, KO | New Holdings | 15 Feb 2022, 13:23 |
| Q3 2021 | 331 | $352,333,000 | +$64,992,854 | -$30,597,219 | +$34,395,635 | LGO, SMTSF, SCHP, TLT, MBB | Restatement | 15 Feb 2022, 13:11 |
| Q2 2021 | 340 | $357,845,000 | +$281,391,466 | -$195,960,675 | +$85,430,791 | LGO, SMTSF, NEM, MBB, HACK | Restatement | 15 Feb 2022, 13:03 |
| Q1 2021 | 75 | $265,330,000 | +$34,194,309 | -$72,314,628 | -$38,120,319 | CIM, SYK, EPD, GOLD, NEM | 13F-HR | 12 May 2021, 13:31 |
| Q4 2020 | 102 | $283,101,000 | +$76,545,071 | -$36,191,516 | +$40,353,555 | SYK, CIM, EPD, BBDC, GOLD | 13F-HR | 16 Feb 2021, 13:14 |
| Q3 2020 | 79 | $223,959,000 | +$52,691,406 | -$35,919,701 | +$16,771,705 | TSLA, SYK, CIM, LUMN, NEM | 13F-HR | 12 Nov 2020, 14:16 |
| Q2 2020 | 80 | $67,137,000 | $0 | $0 | $0 | SYK, GS, CSCO, CMCSA, HACK | 13F-HR | 12 Aug 2020, 14:19 |
| Q1 2020 | 84 | $248,520,000 | +$32,204,478 | -$7,812,548 | +$24,391,930 | LUMN, CIM, SYK, XLV, EPD | 13F-HR | 08 May 2020, 10:02 |
| Q4 2019 | 80 | $407,326,000 | +$15,216,847 | -$23,784,017 | -$8,567,170 | CIM, LUMN, SYK, TWO, EPD | 13F-HR | 14 Feb 2020, 09:33 |
| Q3 2019 | 76 | $400,858,000 | +$6,229,587 | -$6,098,722 | +$130,865 | CIM, LUMN, SYK, EPD, TWO | 13F-HR | 13 Nov 2019, 14:14 |
| Q2 2019 | 80 | $397,201,000 | +$513,245 | -$655,800 | -$142,555 | CIM, LUMN, SYK, EPD, TWO | 13F-HR | 08 Aug 2019, 12:58 |
| Q1 2019 | 81 | $397,833,000 | +$14,585,198 | -$28,499,002 | -$13,913,804 | CIM, LUMN, SYK, EPD, TWO | 13F-HR | 13 May 2019, 15:13 |
| Q4 2018 | 1 | $18,000 | $0 | $0 | $0 | NVCN | New Holdings | 13 May 2019, 14:52 |
| Q4 2018 | 85 | $383,825,000 | +$42,709,970 | -$20,340,496 | +$22,369,474 | CIM, LUMN, TWO, SYK, EPD | 13F-HR | 07 Feb 2019, 11:53 |
| Q3 2018 | 80 | $415,336,000 | +$21,971,115 | -$28,542,107 | -$6,570,992 | LUMN, CIM, TWO, EPD, SYK | 13F-HR | 13 Nov 2018, 10:48 |
| Q2 2018 | 80 | $401,396,000 | +$8,399,226 | -$4,825,000 | +$3,574,226 | CIM, LUMN, EPD, CYS, SYK | 13F-HR | 09 Aug 2018, 16:24 |
| Q1 2018 | 81 | $377,590,000 | +$31,364,267 | -$11,793,982 | +$19,570,285 | CIM, LUMN, EPD, CYS, SYK | 13F-HR | 10 May 2018, 10:01 |
| Q4 2017 | 82 | $382,653,000 | +$79,541,305 | -$126,282,349 | -$46,741,044 | CIM, LUMN, EPD, CYS, SYK | Restatement | 21 Feb 2018, 15:44 |
| Q3 2017 | 82 | $435,211,000 | +$48,077,096 | -$35,323,472 | +$12,753,624 | LVLT, CIM, CYS, EPD, NLY | 13F-HR | 13 Nov 2017, 15:19 |
| Q2 2017 | 91 | $431,383,000 | +$17,722,573 | -$62,686,735 | -$44,964,162 | LVLT, CIM, WSTC, EPD, CYS | 13F-HR | 03 Aug 2017, 13:58 |
| Q1 2017 | 85 | $517,966,000 | +$10,273,628 | -$56,299,869 | -$46,026,241 | LVLT, CIM, WSTC, EPD, CYS | 13F-HR | 03 May 2017, 12:45 |
| Q4 2016 | 96 | $537,488,000 | +$28,115,387 | -$32,019,571 | -$3,904,184 | LVLT, CIM, WSTC, SUI, EPD | 13F-HR | 13 Feb 2017, 09:43 |
| Q3 2016 | 95 | $504,543,000 | +$4,842,504 | -$23,866,505 | -$19,024,001 | LVLT, CIM, SUI, WSTC, EPD | 13F-HR | 14 Nov 2016, 11:51 |
| Q2 2016 | 102 | $527,772,000 | +$4,956,913 | -$3,599,852 | +$1,357,061 | LVLT, CIM, SUI, WSTC, EPD | 13F-HR | 12 Aug 2016, 13:19 |
| Q1 2016 | 107 | $399,456,000 | +$21,329,011 | -$3,628,280 | +$17,700,731 | CIM, WSTC, SUI, CYS, EPD | 13F-HR | 12 May 2016, 09:36 |
| Q4 2015 | 104 | $374,929,000 | +$28,851,042 | -$17,129,765 | +$11,721,277 | CIM, WSTC, SUI, EPD, CYS | 13F-HR | 11 Feb 2016, 17:05 |
| Q3 2015 | 99 | $444,477,000 | +$50,973,205 | -$2,143,566 | +$48,829,639 | LVLT, CIM, WSTC, SUI, EPD | 13F-HR | 10 Nov 2015, 10:22 |
| Q2 2015 | 96 | $458,921,000 | +$65,242,963 | -$69,711,217 | -$4,468,254 | LVLT, CIM, BKD, EPD, CYS | 13F-HR | 13 Aug 2015, 17:02 |
| Q1 2015 | 100 | $475,509,000 | +$19,079,349 | -$51,030,887 | -$31,951,538 | LVLT, CIM, BKD, EPD, CYS | 13F-HR | 14 May 2015, 10:02 |
| Q4 2014 | 95 | $497,543,000 | +$23,512,303 | -$6,662,960 | +$16,849,343 | LVLT, CIM, EPD, BKD, CYS | 13F-HR | 13 Feb 2015, 16:48 |
| Q3 2014 | 99 | $474,223,000 | +$28,350,170 | -$10,848,178 | +$17,501,992 | LVLT, CIM, EPD, BKD, CYS | 13F-HR | 14 Nov 2014, 10:30 |
| Q2 2014 | 96 | $479,501,000 | +$12,368,654 | -$12,563,377 | -$194,723 | LVLT, CIM, EPD, BKD, CYS | 13F-HR | 13 Aug 2014, 15:29 |
| Q1 2014 | 95 | $452,875,000 | +$20,208,811 | -$19,569,789 | +$639,022 | LVLT, CIM, BKD, EPD, CYS | 13F-HR | 14 May 2014, 11:24 |
| Q4 2013 | 86 | $425,149,000 | $0 | $0 | $0 | LVLT, CIM, EPD, BKD, GS | 13F-HR | 10 Feb 2014, 16:23 |