Skip to content
Disclosery

Westbourne Investment Advisors, Inc.: DOCU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Westbourne Investment Advisors, Inc. on DOCU, newest first. How the timeline and the estimate are built.

Westbourne Investment Advisors, Inc. held 80,120 DOCU shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 80,120 shares
    Change vs previous 13F +13,250 shares

    0.98% of the 13F portfolio, value $3,558,930.

    13F-HR 0002063364-26-000212 filed by Westbourne Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 66,870 shares
    Change vs previous 13F +8,348 shares

    0.92% of the 13F portfolio, value $3,170,307.

    13F-HR 0002063364-26-000132 filed by Westbourne Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 58,522 shares
    Change vs previous 13F +7,877 shares

    1.1% of the 13F portfolio, value $4,002,905.

    13F-HR 0002063364-26-000026 filed by Westbourne Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 50,645 shares
    Change vs previous 13F +4,446 shares

    1.02% of the 13F portfolio, value $3,650,998.

    13F-HR 0002063364-25-000230 filed by Westbourne Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 46,199 shares
    Change vs previous 13F +203 shares

    1.09% of the 13F portfolio, value $3,598,440.

    13F-HR 0002063364-25-000183 filed by Westbourne Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 45,996 shares
    Change vs previous 13F +161 shares

    1.33% of the 13F portfolio, value $3,744,074.

    13F-HR 0002063364-25-000073 filed by Westbourne Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 45,835 shares
    Change vs previous 13F -3,455 shares

    1.41% of the 13F portfolio, value $4,122,000.

    13F-HR 0001650092-25-000002 filed by Westbourne Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 49,290 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $3,060,000.

    13F-HR 0001650092-24-000009 filed by Westbourne Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).