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WESTBOURNE INVESTMENTS, INC.: IYW position timeline

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

WESTBOURNE INVESTMENTS, INC. held 9,618 IYW 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 9,618 shares
    Change vs previous 13F +230 shares

    0.99% of the 13F portfolio, value $2,425,948.

    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 9,388 shares
    Change vs previous 13F -99 shares

    0.81% of the 13F portfolio, value $1,703,171.

    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 9,487 shares
    Change vs previous 13F -456 shares

    0.88% of the 13F portfolio, value $1,894,364.

    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 9,943 shares
    Change vs previous 13F -1,677 shares

    0.99% of the 13F portfolio, value $2,067,349.

    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 11,620 shares
    Change vs previous 13F -390 shares

    1.07% of the 13F portfolio, value $2,013,397.

    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 12,010 shares
    Change vs previous 13F -250 shares

    1.02% of the 13F portfolio, value $1,686,684.

    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 12,260 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $1,955,715.

    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).