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Westover Capital Advisors, LLC: IBOC position timeline

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

Westover Capital Advisors, LLC held 41,517 IBOC shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,517 shares
    Change vs previous 13F -1,207 shares

    0.52% of the 13F portfolio, value $3,153,216.

    13F-HR 0001483467-26-000003 filed by Westover Capital 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 42,724 shares
    Change vs previous 13F -710 shares

    0.53% of the 13F portfolio, value $2,874,897.

    13F-HR 0001483467-26-000002 filed by Westover Capital 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 43,434 shares
    Change vs previous 13F -759 shares

    0.53% of the 13F portfolio, value $2,885,755.

    13F-HR 0001483467-26-000001 filed by Westover Capital 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 44,193 shares
    Change vs previous 13F -1,905 shares

    0.56% of the 13F portfolio, value $3,038,269.

    13F-HR 0001483467-25-000009 filed by Westover Capital 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 46,098 shares
    Change vs previous 13F -2,126 shares

    0.61% of the 13F portfolio, value $3,068,282.

    13F-HR 0001483467-25-000008 filed by Westover Capital 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 48,224 shares
    Change vs previous 13F +123 shares

    0.68% of the 13F portfolio, value $3,041,006.

    13F-HR 0001262677-25-000002 filed by Westover Capital 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 48,101 shares
    Change vs previous 13F -693 shares

    0.67% of the 13F portfolio, value $3,038,059.

    13F-HR 0001483467-25-000002 filed by Westover Capital 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 48,794 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $2,917,393.

    13F-HR 0001762294-24-000004 filed by Westover Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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