Skip to content
Disclosery

Westbourne Investment Advisors, Inc.: TOST position timeline

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

Westbourne Investment Advisors, Inc. held 287,405 TOST 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 287,405 shares
    Change vs previous 13F +46,210 shares

    2.2% of the 13F portfolio, value $7,995,607.

    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 241,195 shares
    Change vs previous 13F +7,742 shares

    1.86% of the 13F portfolio, value $6,394,079.

    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 233,453 shares
    Change vs previous 13F +27,376 shares

    2.29% of the 13F portfolio, value $8,289,916.

    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 206,077 shares
    Change vs previous 13F -12,897 shares

    2.1% of the 13F portfolio, value $7,523,871.

    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 218,974 shares
    Change vs previous 13F -1,875 shares

    2.94% of the 13F portfolio, value $9,698,358.

    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 220,849 shares
    Change vs previous 13F -4,208 shares

    2.6% of the 13F portfolio, value $7,325,561.

    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 225,057 shares
    Change vs previous 13F -9,128 shares

    2.81% of the 13F portfolio, value $8,203,000.

    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 234,185 shares
    Change vs previous 13F not available

    2.32% of the 13F portfolio, value $6,630,000.

    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).