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WESTBOURNE INVESTMENTS, INC.: FNDX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WESTBOURNE INVESTMENTS, INC. on FNDX, newest first. How the timeline and the estimate are built.

WESTBOURNE INVESTMENTS, INC. held 16,673 FNDX shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,673 shares
    Change vs previous 13F +64 shares

    0.21% of the 13F portfolio, value $518,530.

    13F-HR 0000932929-26-000004 filed by WESTBOURNE INVESTMENTS, 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 16,609 shares
    Change vs previous 13F -998 shares

    0.22% of the 13F portfolio, value $462,561.

    13F-HR 0000932929-26-000003 filed by WESTBOURNE INVESTMENTS, 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 17,607 shares
    Change vs previous 13F -12,744 shares

    0.22% of the 13F portfolio, value $479,086.

    13F-HR 0000932929-26-000001 filed by WESTBOURNE INVESTMENTS, 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 30,351 shares
    Change vs previous 13F -8,535 shares

    0.39% of the 13F portfolio, value $806,730.

    13F-HR 0000932929-25-000008 filed by WESTBOURNE INVESTMENTS, 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 38,886 shares
    Change vs previous 13F -1,464 shares

    0.51% of the 13F portfolio, value $954,262.

    13F-HR 0000932929-25-000005 filed by WESTBOURNE INVESTMENTS, 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 40,350 shares
    Change vs previous 13F -506 shares

    0.58% of the 13F portfolio, value $952,664.

    13F-HR 0000932929-25-000004 filed by WESTBOURNE INVESTMENTS, 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 40,856 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $967,470.

    13F-HR 0000932929-25-000002 filed by WESTBOURNE INVESTMENTS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).