Westbourne Investment Advisors, Inc.: PFE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Westbourne Investment Advisors, Inc. on PFE, newest first. How the timeline and the estimate are built.
Westbourne Investment Advisors, Inc. held 14,995 PFE shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 14,995 sharesChange vs previous 13F -6,800 shares
0.1% of the 13F portfolio, value $361,080.
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 21,795 sharesChange vs previous 13F 0 shares
0.18% of the 13F portfolio, value $612,004.
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 21,795 sharesChange vs previous 13F -810 shares
0.15% of the 13F portfolio, value $542,696.
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 22,605 sharesChange vs previous 13F -1,205 shares
0.16% of the 13F portfolio, value $575,975.
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 23,810 sharesChange vs previous 13F +4,000 shares
0.18% of the 13F portfolio, value $577,154.
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 19,810 sharesChange vs previous 13F 0 shares
0.18% of the 13F portfolio, value $501,985.
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 19,810 sharesChange vs previous 13F 0 shares
0.18% of the 13F portfolio, value $526,000.
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 19,810 sharesChange vs previous 13F not available
0.2% of the 13F portfolio, value $573,000.
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).