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Manager record

West Family Investments, Inc.

Carlsbad, CA · CIK 1568303 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$345.02MReported 13F valueQ2 2026 · as filed
468Holdings listed
+21.0%vs prior quartervalue change includes market moves
5Quarters on record
Aug 10Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $383.2M$383.2MQ2 2025368 holdingsQ3 2025: $3.0M$3.0MQ3 20251 holdingsQ4 2025: $425.9M$425.9MQ4 2025351 holdingsQ1 2026: $285.2M$285.2MQ1 2026259 holdingsQ2 2026: $345.0M$345.0MQ2 2026468 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 10 2026 13F-HR · period Q2 2026

$345.02M · 468 holdings listed · View original SEC filing ↗
May 07 2026 13F-HR · period Q1 2026

$285.25M · 259 holdings listed · View original SEC filing ↗
Feb 11 2026 13F-HR · period Q4 2025

$425.93M · 351 holdings listed · View original SEC filing ↗
Feb 10 2026 13F-HR/A · period Q3 2025

$2.95M · 1 holdings listed · amendment (new holdings) · View original SEC filing ↗
Nov 12 2025 13F-HR · period Q3 2025

$444.82M · 377 holdings listed · View original SEC filing ↗
Aug 13 2025 13F-HR · period Q2 2025

$383.18M · 368 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 10, 2026 · Change methodology