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Westbourne Investment Advisors, Inc.: UTG position timeline

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

Westbourne Investment Advisors, Inc. held 25,600 UTG 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 25,600 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $1,042,432.

    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 25,600 shares
    Change vs previous 13F +1,900 shares

    0.29% of the 13F portfolio, value $1,005,568.

    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 23,700 shares
    Change vs previous 13F +500 shares

    0.24% of the 13F portfolio, value $866,946.

    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 23,200 shares
    Change vs previous 13F +300 shares

    0.26% of the 13F portfolio, value $919,184.

    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 22,900 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $828,522.

    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).