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WESTBOURNE INVESTMENTS, INC.: SCHG position timeline

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

WESTBOURNE INVESTMENTS, INC. held 71,495 SCHG 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 71,495 shares
    Change vs previous 13F -8,858 shares

    0.99% of the 13F portfolio, value $2,419,377.

    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 80,353 shares
    Change vs previous 13F +1,821 shares

    1.11% of the 13F portfolio, value $2,340,690.

    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 78,532 shares
    Change vs previous 13F +2,081 shares

    1.19% of the 13F portfolio, value $2,564,969.

    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 76,451 shares
    Change vs previous 13F -10,643 shares

    1.22% of the 13F portfolio, value $2,549,784.

    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 87,094 shares
    Change vs previous 13F +2,502 shares

    1.36% of the 13F portfolio, value $2,544,028.

    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 84,592 shares
    Change vs previous 13F +42,760 shares

    1.28% of the 13F portfolio, value $2,118,189.

    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 41,832 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,165,858.

    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).