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CIK 0001650092 • 7 13F filings • Apr 30, 2025 – Oct 20, 2026
Import this data to Google Sheets with:
=jivedata("westbourne-investment-advisors-inc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0002063364-25-000230 |
| $358.7M |
| View |
| Jul 27, 2026 | Q2 2026 | 13F-HR | 0002063364-26-000212 | $362.7M | View |
| Aug 8, 2025 | Q2 2025 | 13F-HR | 0002063364-25-000183 | $329.6M | View |
| Apr 28, 2026 | Q1 2026 | 13F-HR | 0002063364-26-000132 | $343.0M | View |
| Apr 30, 2025 | Q1 2025 | 13F-HR | 0002063364-25-000073 | $281.5M | View |