Skip to content
Disclosery

WESTBOURNE INVESTMENTS, INC.: SCHX position timeline

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

WESTBOURNE INVESTMENTS, INC. held 57,065 SCHX 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 57,065 shares
    Change vs previous 13F -2,492 shares

    0.68% of the 13F portfolio, value $1,679,423.

    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 59,557 shares
    Change vs previous 13F -1,100 shares

    0.73% of the 13F portfolio, value $1,527,041.

    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 60,657 shares
    Change vs previous 13F -890 shares

    0.76% of the 13F portfolio, value $1,634,971.

    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 61,547 shares
    Change vs previous 13F -8,016 shares

    0.8% of the 13F portfolio, value $1,673,408.

    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 69,563 shares
    Change vs previous 13F +455 shares

    0.91% of the 13F portfolio, value $1,700,120.

    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 69,108 shares
    Change vs previous 13F -465 shares

    0.92% of the 13F portfolio, value $1,525,905.

    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 69,573 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $1,612,702.

    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).