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Westover Capital Advisors, LLC: USIG position timeline

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

Westover Capital Advisors, LLC held 217,402 USIG 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 217,402 shares
    Change vs previous 13F -2,679 shares

    1.85% of the 13F portfolio, value $11,150,549.

    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 220,081 shares
    Change vs previous 13F -386 shares

    2.07% of the 13F portfolio, value $11,274,749.

    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 220,467 shares
    Change vs previous 13F -349 shares

    2.08% of the 13F portfolio, value $11,413,577.

    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 220,816 shares
    Change vs previous 13F +11,280 shares

    2.13% of the 13F portfolio, value $11,531,012.

    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 209,536 shares
    Change vs previous 13F -4,925 shares

    2.15% of the 13F portfolio, value $10,778,531.

    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 214,461 shares
    Change vs previous 13F -5,869 shares

    2.43% of the 13F portfolio, value $10,954,668.

    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 220,330 shares
    Change vs previous 13F -142,058 shares

    2.44% of the 13F portfolio, value $11,078,192.

    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 362,388 shares
    Change vs previous 13F not available

    3.66% of the 13F portfolio, value $19,054,362.

    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).