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WESTBOURNE INVESTMENTS, INC.: JEPQ position timeline

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

WESTBOURNE INVESTMENTS, INC. held 60,130 JEPQ 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 60,130 shares
    Change vs previous 13F -565 shares

    1.51% of the 13F portfolio, value $3,695,590.

    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 60,695 shares
    Change vs previous 13F +2,386 shares

    1.6% of the 13F portfolio, value $3,369,786.

    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 58,309 shares
    Change vs previous 13F +2,493 shares

    1.58% of the 13F portfolio, value $3,391,816.

    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 55,816 shares
    Change vs previous 13F +10,886 shares

    1.58% of the 13F portfolio, value $3,304,646.

    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 44,930 shares
    Change vs previous 13F +3,170 shares

    1.3% of the 13F portfolio, value $2,444,192.

    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 41,760 shares
    Change vs previous 13F -1,420 shares

    1.31% of the 13F portfolio, value $2,162,333.

    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 43,180 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $2,434,488.

    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).