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Westbourne Investment Advisors, Inc.: SOFI position timeline

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

Westbourne Investment Advisors, Inc. held 332,102 SOFI 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 332,102 shares
    Change vs previous 13F +52,559 shares

    1.64% of the 13F portfolio, value $5,954,589.

    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 279,543 shares
    Change vs previous 13F +21,846 shares

    1.29% of the 13F portfolio, value $4,439,143.

    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 257,697 shares
    Change vs previous 13F +3,533 shares

    1.86% of the 13F portfolio, value $6,746,507.

    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 254,164 shares
    Change vs previous 13F not available

    1.87% of the 13F portfolio, value $6,715,013.

    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).