West Family Investments, Inc.

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Carlsbad, CA
CIK
0001568303
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 236 295,258 IAU, LGO.TO, NEM, SCHP 13F-HR 2/6/2024 000156830324000002
Q3 2023 227 286,721 IAU, LGO.TO, NEM, SCHP 13F-HR 11/2/2023 000156830323000008
Q2 2023 235 257,229 LGO.TO, NEM, RRC, AAPL 13F-HR 8/15/2023 000156830323000007
Q1 2023 200 252,500 IAU, SCHP, TLT, NEM 13F-HR 5/3/2023 000156830323000006
Q4 2022 234 292,985 LGO.TO, IAU, SCHP, TLT 13F-HR 2/8/2023 000156830323000004
Q3 2022 1 2,002 CVS NEW HOLDINGS 2/8/2023 000156830323000003
Q3 2022 220 238,176 LGO.TO, PYPL, RRC, NEM 13F-HR 11/4/2022 000156830322000012
Q2 2022 1 1,945 CVS NEW HOLDINGS 2/8/2023 000156830323000002
Q2 2022 226 251,573 LGO.TO, ELV, NEM, RRC 13F-HR 8/12/2022 000156830322000010
Q1 2022 292 351,775 LGO.TO, NEM, ABX.TO, AAPL 13F-HR 5/13/2022 000156830322000009
Q4 2021 317 363,405 LGO.TO, IAU, SCHP, TLT RESTATEMENT 2/15/2022 000156830322000007
Q4 2021 1 3,226 CHK NEW HOLDINGS 2/15/2022 000156830322000008
Q3 2021 318 335,713 LGO, IAU, SMTS, SCHP RESTATEMENT 2/15/2022 000156830322000005
Q3 2021 17 49,493 HACK, ABX.TO, RRC, FCX calls NEW HOLDINGS 2/15/2022 000156830322000006
Q2 2021 343 369,382 LGO, SMTS, NEM, MBB RESTATEMENT 2/15/2022 000156830322000004
Q1 2021 79 274,437 CIM, SYK, EPD, ABX.TO 13F-HR 5/12/2021 000156830321000011
Q4 2020 120 328,445 TSLA, SYK, CIM, EPD 13F-HR 2/16/2021 000156830321000005
Q3 2020 92 266,494 PTON calls, TSLA, SYK, CIM 13F-HR 11/12/2020 000156830320000012
Q2 2020 90 413,702 CIM, LUMN, SYK, TWO 13F-HR 8/12/2020 000156830320000006
Q1 2020 90 251,210 LUMN, CIM, SYK, XLV 13F-HR 5/8/2020 000156830320000004
Q4 2019 90 413,702 CIM, LUMN, SYK, TWO 13F-HR 2/14/2020 000156830320000003
Q3 2019 79 402,509 CIM, LUMN, SYK, EPD 13F-HR 11/13/2019 000156830319000012
Q2 2019 82 397,430 CIM, LUMN, SYK, EPD 13F-HR 8/8/2019 000156830319000010
Q1 2019 87 399,945 CIM, LUMN, SYK, EPD 13F-HR 5/13/2019 000156830319000008
Q4 2018 1 18 NEOVASC INC NEW HOLDINGS 5/13/2019 000156830319000007
Q4 2018 90 386,676 CIM, LUMN, TWO, SYK 13F-HR 2/7/2019 000156830319000005
Q3 2018 89 422,465 LUMN, CIM, TWO, EPD 13F-HR 11/13/2018 000156830318000008
Q2 2018 85 405,495 CIM, LUMN, EPD, CYS 13F-HR 8/9/2018 000156830318000007
Q1 2018 85 378,172 CIM, LUMN, EPD, CYS 13F-HR 5/10/2018 000156830318000006
Q4 2017 91 389,175 CIM, LUMN, EPD, CYS RESTATEMENT 2/21/2018 000156830318000004
Q3 2017 89 826,910 WSTC, LVLT, CIM, CYS 13F-HR 11/13/2017 000156830317000013
Q2 2017 100 456,307 LVLT, CIM, WSTC, EPD 13F-HR 8/3/2017 000156830317000009
Q1 2017 91 520,049 LVLT, CIM, WSTC, EPD 13F-HR 5/3/2017 000156830317000006
Q4 2016 113 567,725 LVLT, CIM, WSTC, SPXC calls 13F-HR 2/13/2017 000156830317000005
Q3 2016 109 538,467 LVLT, CIM, SUI, WSTC 13F-HR 11/14/2016 000156830316000014
Q2 2016 118 548,506 LVLT, CIM, SUI, WSTC 13F-HR 8/12/2016 000156830316000013
Q1 2016 121 609,800 LVLT, CIM, SPXC puts, WSTC 13F-HR 5/12/2016 000156830316000012
Q4 2015 116 389,788 CIM, WSTC, SUI, EPD 13F-HR 2/11/2016 000156830316000008
Q3 2015 113 483,825 LVLT, CIM, CSCO, WSTC 13F-HR 11/10/2015 000156830315000007
Q2 2015 110 470,897 LVLT, CIM, BKD, EPD 13F-HR 8/13/2015 000156830315000006
Q1 2015 115 487,537 LVLT, CIM, BKD, EPD 13F-HR 5/14/2015 000156830315000005
Q4 2014 111 507,749 LVLT, CIM, EPD, BKD 13F-HR 2/13/2015 000156830315000002
Q3 2014 106 478,810 LVLT, CIM, EPD, BKD 13F-HR 11/14/2014 000156830314000008
Q2 2014 105 482,488 LVLT, CIM, EPD, BKD 13F-HR 8/13/2014 000156830314000007
Q1 2014 105 456,872 LVLT, CIM, BKD, EPD 13F-HR 5/14/2014 000156830314000006
Q4 2013 107 434,847 LVLT, CIM, EPD, BKD 13F-HR 2/10/2014 000156830314000004
Additional filings from West Family Investments, Inc. that have since been restated