WESTBOURNE INVESTMENTS, INC. historic quarter change: Foreign Stocks, New
In share positions in stocks (depositary receipts and foreign shares traded over the counter), over 6 quarters from 2024-12-31 to 2026-06-30, WESTBOURNE INVESTMENTS, INC. opened 3 positions, added to 2, reduced 0 and sold out of 3.
- Q1 2026: Stock SHEL; Country of operation —; Class SPON ADS; Shares before 0.
- Q4 2025: Stock RIO; Country of operation —; Class SPONSORED ADR; Shares before 0.
- Q1 2025: Stock SAN; Country of operation —; Class ADR; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 932929), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-11); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-22); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-06); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-09); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-21). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-12-31.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| FSA WEALTH PARTNERS, INC. | United States | $0.210B | 79 |
| Eurizon SLJ Capital Ltd | United Kingdom | $0.210B | 167 |
| Chou Associates Management Inc. | Canada | $0.210B | 31 |
| Cohen Investment Advisors LLC | United States | $0.210B | 118 |
| MTC Wealth Management LLC | United States | $0.211B | 13 |
| United Airlines Holdings, Inc. | United States | $0.211B | 3 |
| CWC Advisors, LLC. | United States | $0.210B | 149 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | United States | $0.211B | 70 |
| Unconventional Investor, LLC | United States | $0.211B | 46 |
| Thayer Partners, LLC / MA | United States | $0.210B | 94 |