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Westbourne Investment Advisors, Inc.: RFI position timeline

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

Westbourne Investment Advisors, Inc. held 28,700 RFI 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 28,700 shares
    Change vs previous 13F +1,000 shares

    0.09% of the 13F portfolio, value $324,884.

    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 27,700 shares
    Change vs previous 13F +1,500 shares

    0.09% of the 13F portfolio, value $308,578.

    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 26,200 shares
    Change vs previous 13F -1,000 shares

    0.08% of the 13F portfolio, value $289,510.

    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 27,200 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $329,120.

    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 27,200 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $328,032.

    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).