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WESTBOURNE INVESTMENTS, INC.: SCHF position timeline

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

WESTBOURNE INVESTMENTS, INC. held 19,889 SCHF 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 19,889 shares
    Change vs previous 13F -970 shares

    0.22% of the 13F portfolio, value $550,925.

    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 20,859 shares
    Change vs previous 13F +1,525 shares

    0.25% of the 13F portfolio, value $516,260.

    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 19,334 shares
    Change vs previous 13F -60 shares

    0.22% of the 13F portfolio, value $464,789.

    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 19,394 shares
    Change vs previous 13F +760 shares

    0.22% of the 13F portfolio, value $465,553.

    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 18,634 shares
    Change vs previous 13F -300 shares

    0.22% of the 13F portfolio, value $411,811.

    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 18,934 shares
    Change vs previous 13F +600 shares

    0.23% of the 13F portfolio, value $374,515.

    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 18,334 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $339,179.

    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).