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Westbourne Investment Advisors, Inc.: HD position timeline

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

Westbourne Investment Advisors, Inc. held 19,972 HD 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 19,972 shares
    Change vs previous 13F +210 shares

    1.94% of the 13F portfolio, value $7,043,725.

    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 19,762 shares
    Change vs previous 13F +201 shares

    1.89% of the 13F portfolio, value $6,499,524.

    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 19,561 shares
    Change vs previous 13F +16 shares

    1.86% of the 13F portfolio, value $6,730,940.

    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 19,545 shares
    Change vs previous 13F +1,515 shares

    2.21% of the 13F portfolio, value $7,919,439.

    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 18,030 shares
    Change vs previous 13F +85 shares

    2.01% of the 13F portfolio, value $6,610,519.

    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 17,945 shares
    Change vs previous 13F +235 shares

    2.34% of the 13F portfolio, value $6,576,663.

    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 17,710 shares
    Change vs previous 13F +490 shares

    2.36% of the 13F portfolio, value $6,889,000.

    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 17,220 shares
    Change vs previous 13F not available

    2.44% of the 13F portfolio, value $6,978,000.

    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).