Westbourne Investment Advisors, Inc.: C position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Westbourne Investment Advisors, Inc. on C, newest first. How the timeline and the estimate are built.
Westbourne Investment Advisors, Inc. held 66,997 C shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 66,997 sharesChange vs previous 13F -4,311 shares
2.59% of the 13F portfolio, value $9,376,900.
13F-HR 0002063364-26-000212 filed by Westbourne Investment Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 71,308 sharesChange vs previous 13F -307 shares
2.36% of the 13F portfolio, value $8,087,040.
13F-HR 0002063364-26-000132 filed by Westbourne Investment Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 71,615 sharesChange vs previous 13F -3,419 shares
2.31% of the 13F portfolio, value $8,356,754.
13F-HR 0002063364-26-000026 filed by Westbourne Investment Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 75,034 sharesChange vs previous 13F -5,296 shares
2.12% of the 13F portfolio, value $7,615,951.
13F-HR 0002063364-25-000230 filed by Westbourne Investment Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 80,330 sharesChange vs previous 13F +789 shares
2.07% of the 13F portfolio, value $6,837,690.
13F-HR 0002063364-25-000183 filed by Westbourne Investment Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 79,541 sharesChange vs previous 13F +860 shares
2.01% of the 13F portfolio, value $5,646,616.
13F-HR 0002063364-25-000073 filed by Westbourne Investment Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 78,681 sharesChange vs previous 13F +8 shares
1.9% of the 13F portfolio, value $5,538,000.
13F-HR 0001650092-25-000002 filed by Westbourne Investment Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 78,673 sharesChange vs previous 13F not available
1.72% of the 13F portfolio, value $4,925,000.
13F-HR 0001650092-24-000009 filed by Westbourne Investment Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).