West Family Investments, Inc.

CIK 0001568303 • 7 13F filings • May 2, 2025 – Aug 10, 2026

Import this data to Google Sheets with:

=jivedata("west-family-investments-inc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

$345.0M latest

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Portfolio value: $3.0M1 positionsView on SEC.gov

			% of Portfolio
HEARTFLOW INC	COM	$3.0M	100.0%	87,773 SH	New

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 11, 2026	Q4 2025	13F-HR	0001568303-26-000004	$425.9M	View
Feb 10, 2026	Q3 2025	13F-HR/A	0001568303-26-000003	$3.0M	View
Aug 10, 2026	Q2 2026