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Westbourne Investment Advisors, Inc.: XLF position timeline

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

Westbourne Investment Advisors, Inc. held 28,436 XLF 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 28,436 shares
    Change vs previous 13F +120 shares

    0.42% of the 13F portfolio, value $1,524,479.

    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 28,316 shares
    Change vs previous 13F +985 shares

    0.41% of the 13F portfolio, value $1,397,975.

    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 27,331 shares
    Change vs previous 13F -1,785 shares

    0.41% of the 13F portfolio, value $1,496,921.

    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 29,116 shares
    Change vs previous 13F +3,295 shares

    0.44% of the 13F portfolio, value $1,568,472.

    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 25,821 shares
    Change vs previous 13F +657 shares

    0.41% of the 13F portfolio, value $1,352,230.

    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 25,164 shares
    Change vs previous 13F +1,560 shares

    0.45% of the 13F portfolio, value $1,253,396.

    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 23,604 shares
    Change vs previous 13F -727 shares

    0.39% of the 13F portfolio, value $1,141,000.

    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 24,331 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,103,000.

    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).