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Westbourne Investment Advisors, Inc.: MCO position timeline

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

Westbourne Investment Advisors, Inc. held 2,086 MCO 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 2,086 shares
    Change vs previous 13F -50 shares

    0.26% of the 13F portfolio, value $944,791.

    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 2,136 shares
    Change vs previous 13F -50 shares

    0.27% of the 13F portfolio, value $931,830.

    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 2,186 shares
    Change vs previous 13F -100 shares

    0.31% of the 13F portfolio, value $1,116,718.

    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 2,286 shares
    Change vs previous 13F -100 shares

    0.3% of the 13F portfolio, value $1,089,233.

    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 2,386 shares
    Change vs previous 13F -275 shares

    0.36% of the 13F portfolio, value $1,196,794.

    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 2,661 shares
    Change vs previous 13F -140 shares

    0.44% of the 13F portfolio, value $1,239,201.

    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 2,801 shares
    Change vs previous 13F -210 shares

    0.45% of the 13F portfolio, value $1,326,000.

    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 3,011 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,429,000.

    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).