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Westover Capital Advisors, LLC: MBB position timeline

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

Westover Capital Advisors, LLC held 122,526 MBB 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 122,526 shares
    Change vs previous 13F +2,858 shares

    1.92% of the 13F portfolio, value $11,581,158.

    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 119,668 shares
    Change vs previous 13F +817 shares

    2.09% of the 13F portfolio, value $11,362,476.

    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 118,851 shares
    Change vs previous 13F +6,188 shares

    2.06% of the 13F portfolio, value $11,316,992.

    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 112,663 shares
    Change vs previous 13F +19,843 shares

    1.98% of the 13F portfolio, value $10,719,884.

    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 92,820 shares
    Change vs previous 13F -1,366 shares

    1.74% of the 13F portfolio, value $8,714,869.

    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 94,186 shares
    Change vs previous 13F +9,711 shares

    1.96% of the 13F portfolio, value $8,832,764.

    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 84,475 shares
    Change vs previous 13F -107,327 shares

    1.7% of the 13F portfolio, value $7,744,668.

    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 191,802 shares
    Change vs previous 13F not available

    3.53% of the 13F portfolio, value $18,376,550.

    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).