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Westover Capital Advisors, LLC: PJT position timeline

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

Westover Capital Advisors, LLC held 1,738 PJT 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 1,738 shares
    Change vs previous 13F -7,170 shares

    0.04% of the 13F portfolio, value $262,334.

    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 8,908 shares
    Change vs previous 13F -659 shares

    0.23% of the 13F portfolio, value $1,244,625.

    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 9,567 shares
    Change vs previous 13F -171 shares

    0.29% of the 13F portfolio, value $1,599,602.

    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 9,738 shares
    Change vs previous 13F -51 shares

    0.32% of the 13F portfolio, value $1,730,735.

    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 9,789 shares
    Change vs previous 13F +6,992 shares

    0.32% of the 13F portfolio, value $1,615,282.

    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 2,797 shares
    Change vs previous 13F +1,061 shares

    0.09% of the 13F portfolio, value $385,651.

    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 1,736 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $273,958.

    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 1,736 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $231,478.

    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).