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WestEnd Advisors, LLC: CB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WestEnd Advisors, LLC on CB, newest first. How the timeline and the estimate are built.

WestEnd Advisors, LLC held 110,931 CB shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 110,931 shares
    Change vs previous 13F -13,725 shares

    0.84% of the 13F portfolio, value $37,799,678.

    13F-HR 0001398344-26-012446 filed by WestEnd Advisors, LLC
    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 124,656 shares
    Change vs previous 13F -6,232 shares

    0.98% of the 13F portfolio, value $40,630,181.

    13F-HR 0001398344-26-006826 filed by WestEnd Advisors, LLC
    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 130,888 shares
    Change vs previous 13F -4,897 shares

    0.95% of the 13F portfolio, value $40,853,877.

    13F-HR 0001398344-26-001290 filed by WestEnd Advisors, LLC
    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 135,785 shares
    Change vs previous 13F -2,599 shares

    0.9% of the 13F portfolio, value $38,326,198.

    13F-HR 0001398344-25-019523 filed by WestEnd Advisors, LLC
    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 138,384 shares
    Change vs previous 13F -18,611 shares

    0.99% of the 13F portfolio, value $40,093,365.

    13F-HR 0001398344-25-013593 filed by WestEnd Advisors, LLC
    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 156,995 shares
    Change vs previous 13F -1,592 shares

    1.26% of the 13F portfolio, value $47,410,911.

    13F-HR 0001398344-25-007692 filed by WestEnd Advisors, LLC
    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 158,587 shares
    Change vs previous 13F +158,584 shares

    1.12% of the 13F portfolio, value $43,817,455.

    13F-HR 0001398344-25-001236 filed by WestEnd Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 3 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $865.

    13F-HR 0001398344-24-019439 filed by WestEnd Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).