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Westbourne Investment Advisors, Inc.: STWD position timeline

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

Westbourne Investment Advisors, Inc. held 19,800 STWD 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 19,800 shares
    Change vs previous 13F 0 shares

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

    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 19,800 shares
    Change vs previous 13F +1,500 shares

    0.1% of the 13F portfolio, value $340,956.

    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 18,300 shares
    Change vs previous 13F -100 shares

    0.09% of the 13F portfolio, value $329,583.

    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 18,400 shares
    Change vs previous 13F +1,200 shares

    0.1% of the 13F portfolio, value $356,408.

    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 17,200 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $345,204.

    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).