Research paths
Westover Capital Advisors, LLC
Filer Snapshot
Westover Capital Advisors, LLC
CIK 0001483467 . SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Entity Type
Company
Total Filings
73
Latest Filing
05 May 2026
Industry
n/a
Follow future filing-backed changes
Save this filer to return when a new filing changes the portfolio, large-stake, insider, or company context.
Save and revisit
Save this filer page
Create a free account to keep this page in your watchlists. After verification, we will save it automatically and open your saved research list.
Best next click
Start with the summary below, then verify the strongest source-backed page for this filer.
Open 13F if you want portfolio holdings.
Open 13D/G or insider pages only when this CIK has those rows.
Business address
1013 Centre Rd., Suite 405, Wilmington, DE, 19805
Top securities (13F)
AAPL, NVDA, GOOGL, GLD, AVGO, AMZN, MSFT, FNDF, JPM, SCHO, MBB, USIG, SCHP, GS, CLS, JAAA, VRP, NFLX, TSM, and COST
Filer intelligence
What SEC filings say about Westover Capital Advisors, LLC
A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.
Quick read
Latest parsed 13F shows $543.41M across 235 reported holdings for Q1 2026.
Largest parsed 13F holding: AAPL at $28.78M.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
XML parsed
13F portfolio
235 rows
Quarterly institutional portfolio holdings.
Open
13D/G stakes
No rows yet
Beneficial ownership and large-stake disclosures.
Open
Forms 3/4/5
No rows yet
Officer, director, and 10% owner holdings or transactions.
Open
Top parsed 13F holdings
Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.
Q1 2026 - 05 May 2026
Apple Inc
$28.78M
Nvidia Corporation
$25.54M
Alphabet Inc
$24.35M
Spdr Gold Tr
$19.58M
Broadcom Inc
$15.51M
Latest update
What changed recently for Westover Capital Advisors, LLC
New filing available
Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.
Update date
05 May 2026
Page type
Filer profile
Latest period
Q1 2026
Institutional portfolio context was refreshed from a 13F filing filed on 05 May 2026.
Benchmark Context
Benchmark context for this company
Westover Capital Advisors, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.
Compared with
Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.
Why this is notable
Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.
Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
Open the facts page first if you want the cleanest path to verification.
Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.
Filer Overview
Westover Capital Advisors, LLC has filed 73 SEC EDGAR filings since 09 Feb 2010.
Common forms include 13F-HR, N-PX, 13F-HR/A.
Latest Filings
Recent SEC filings for Westover Capital Advisors, LLC with direct links to document and filing folders.
13F-HR
File 028-13685
13F-HR filing
Filing date
05 May 2026
Reporting date
31 Mar 2026
Next action
Verify source filing
13F-HR
File 028-13685
13F-HR filing
Filing date
09 Feb 2026
Reporting date
31 Dec 2025
Next action
Verify source filing
13F-HR
File 028-13685
13F-HR filing
Filing date
06 Nov 2025
Reporting date
30 Sep 2025
Next action
Verify source filing
13F-HR
File 028-13685
13F-HR filing
Filing date
11 Aug 2025
Reporting date
30 Jun 2025
Next action
Verify source filing
13F-HR
File 028-13685
13F-HR filing
Filing date
06 May 2025
Reporting date
31 Mar 2025
Next action
Verify source filing
13F-HR
File 028-13685
13F-HR filing
Filing date
06 Feb 2025
Reporting date
31 Dec 2024
Next action
Verify source filing
13F-HR
File 028-13685
13F-HR filing
Filing date
08 Nov 2024
Reporting date
30 Sep 2024
Next action
Verify source filing
N-PX
File 028-13685
N-PX filing
Filing date
22 Aug 2024
Reporting date
22 Aug 2024
Next action
Verify source filing
13F-HR
File 028-13685
13F-HR filing
Filing date
08 Aug 2024
Reporting date
30 Jun 2024
Next action
Verify source filing
13F-HR
File 028-13685
13F-HR filing
Filing date
03 May 2024
Reporting date
31 Mar 2024
Next action
Verify source filing
13F-HR
File 028-13685
13F-HR filing
Filing date
06 Feb 2024
Reporting date
31 Dec 2023
Next action
Verify source filing
13F-HR
File 028-13685
13F-HR filing
Filing date
13 Nov 2023
Reporting date
30 Sep 2023
Next action
Verify source filing
13F-HR
File 028-13685
13F-HR filing
Filing date
11 Aug 2023
Reporting date
30 Jun 2023
Next action
Verify source filing
13F-HR
File 028-13685
13F-HR filing
Filing date
22 May 2023
Reporting date
31 Mar 2023
Next action
Verify source filing
13F-HR
File 028-13685
13F-HR filing
Filing date
18 May 2023
Reporting date
31 Dec 2022
Next action
Verify source filing
13F-HR
File 028-13685
13F-HR filing
Filing date
14 Nov 2022
Reporting date
30 Sep 2022
Next action
Verify source filing
13F-HR
File 028-13685
13F-HR filing
Filing date
12 Aug 2022
Reporting date
30 Jun 2022
Next action
Verify source filing
13F-HR
File 028-13685
13F-HR filing
Filing date
13 May 2022
Reporting date
31 Mar 2022
Next action
Verify source filing
13F-HR
File 028-13685
13F-HR filing
Filing date
14 Feb 2022
Reporting date
31 Dec 2021
Next action
Verify source filing
13F-HR
File 028-13685
13F-HR filing
Filing date
15 Nov 2021
Reporting date
30 Sep 2021
Next action
Verify source filing
13F-HR
File 028-13685
13F-HR filing
Filing date
10 Aug 2021
Reporting date
30 Jun 2021
Next action
Verify source filing
13F-HR
File 028-13685
13F-HR filing
Filing date
18 May 2021
Reporting date
31 Mar 2021
Next action
Verify source filing
13F-HR
File 028-13685
13F-HR filing
Filing date
16 Feb 2021
Reporting date
31 Dec 2020
Next action
Verify source filing
13F-HR
File 028-13685
13F-HR filing
Filing date
19 Nov 2020
Reporting date
30 Sep 2020
Next action
Verify source filing
13F-HR
File 028-13685
13F-HR filing
Filing date
14 Aug 2020
Reporting date
30 Jun 2020
Next action
Verify source filing
13F-HR
File 028-13685
13F-HR filing
Filing date
18 May 2020
Reporting date
31 Mar 2020
Next action
Verify source filing
13F-HR
File 028-13685
13F-HR filing
Filing date
11 Feb 2020
Reporting date
31 Dec 2019
Next action
Verify source filing
13F-HR
File 028-13685
13F-HR filing
Filing date
12 Nov 2019
Reporting date
30 Sep 2019
Next action
Verify source filing
13F-HR
File 028-13685
13F-HR filing
Filing date
13 Aug 2019
Reporting date
30 Jun 2019
Next action
Verify source filing
13F-HR
File 028-13685
13F-HR filing
Filing date
15 May 2019
Reporting date
31 Mar 2019
Next action
Verify source filing
13F-HR
File 028-13685
13F-HR filing
Filing date
14 Feb 2019
Reporting date
31 Dec 2018
Next action
Verify source filing
13F-HR
File 028-13685
13F-HR filing
Filing date
14 Nov 2018
Reporting date
30 Sep 2018
Next action
Verify source filing
13F-HR
File 028-13685
13F-HR filing
Filing date
13 Aug 2018
Reporting date
30 Jun 2018
Next action
Verify source filing
13F-HR
File 028-13685
13F-HR filing
Filing date
11 May 2018
Reporting date
31 Mar 2018
Next action
Verify source filing
13F-HR
File 028-13685
13F-HR filing
Filing date
15 Feb 2018
Reporting date
31 Dec 2017
Next action
Verify source filing
13F-HR
File 028-13685
13F-HR filing
Filing date
14 Nov 2017
Reporting date
30 Sep 2017
Next action
Verify source filing
13F-HR
File 028-13685
13F-HR filing
Filing date
15 Aug 2017
Reporting date
30 Jun 2017
Next action
Verify source filing
13F-HR
File 028-13685
13F-HR filing
Filing date
15 May 2017
Reporting date
31 Mar 2017
Next action
Verify source filing
13F-HR
File 028-13685
13F-HR filing
Filing date
14 Feb 2017
Reporting date
31 Dec 2016
Next action
Verify source filing
13F-HR
File 028-13685
13F-HR filing
Filing date
14 Nov 2016
Reporting date
30 Sep 2016
Next action
Verify source filing
13F-HR
File 028-13685
13F-HR filing
Filing date
15 Aug 2016
Reporting date
30 Jun 2016
Next action
Verify source filing
13F-HR
File 028-13685
13F-HR filing
Filing date
13 May 2016
Reporting date
31 Mar 2016
Next action
Verify source filing
13F-HR
File 028-13685
13F-HR filing
Filing date
16 Feb 2016
Reporting date
31 Dec 2015
Next action
Verify source filing
13F-HR
File 028-13685
13F-HR filing
Filing date
29 Oct 2015
Reporting date
30 Sep 2015
Next action
Verify source filing
13F-HR
File 028-13685
13F-HR filing
Filing date
11 Aug 2015
Reporting date
30 Jun 2015
Next action
Verify source filing
13F-HR
File 028-13685
13F-HR filing
Filing date
13 May 2015
Reporting date
31 Mar 2015
Next action
Verify source filing
13F-HR
File 028-13685
13F-HR filing
Filing date
13 Feb 2015
Reporting date
31 Dec 2014
Next action
Verify source filing
13F-HR
File 028-13685
13F-HR filing
Filing date
14 Nov 2014
Reporting date
30 Sep 2014
Next action
Verify source filing
13F-HR
File 028-13685
13F-HR filing
Filing date
12 Aug 2014
Reporting date
30 Jun 2014
Next action
Verify source filing
13F-HR
File 028-13685
13F-HR filing
Filing date
08 May 2014
Reporting date
31 Mar 2014
Next action
Verify source filing
13F-HR
File 028-13685
13F-HR filing
Filing date
13 Feb 2014
Reporting date
31 Dec 2013
Next action
Verify source filing
13F-HR/A
File 028-13685
13F-HR/A filing
Filing date
13 Nov 2013
Reporting date
30 Sep 2013
Next action
Verify source filing
13F-HR
File 028-13685
13F-HR filing
Filing date
12 Nov 2013
Reporting date
30 Sep 2013
Next action
Verify source filing
13F-HR
File 028-13685
13F-HR filing
Filing date
13 Aug 2013
Reporting date
30 Jun 2013
Next action
Verify source filing
13F-HR/A
File 028-13685
13F-HR/A filing
Filing date
16 May 2013
Reporting date
31 Dec 2012
Next action
Verify source filing
13F-HR
File 028-13685
13F-HR filing
Filing date
15 May 2013
Reporting date
31 Mar 2013
Next action
Verify source filing
13F-HR/A
File 028-13685
13F-HR/A filing
Filing date
14 Feb 2013
Reporting date
30 Sep 2012
Next action
Verify source filing
13F-HR
File 028-13685
13F-HR filing
Filing date
14 Feb 2013
Reporting date
31 Dec 2012
Next action
Verify source filing
13F-HR
File 028-13685
13F-HR filing
Filing date
14 Nov 2012
Reporting date
30 Sep 2012
Next action
Verify source filing
13F-HR
File 028-13685
13F-HR filing
Filing date
13 Aug 2012
Reporting date
30 Jun 2012
Next action
Verify source filing
13F-HR
File 028-13685
13F-HR filing
Filing date
14 May 2012
Reporting date
31 Mar 2012
Next action
Verify source filing
13F-HR/A
File 028-13685
13F AMENDMENT (DATE CORRECTION)
Filing date
14 May 2012
Reporting date
31 Dec 2011
Next action
Verify source filing
13F-HR
File 028-13685
13F-HR filing
Filing date
15 Feb 2012
Reporting date
31 Dec 2011
Next action
Verify source filing
13F-HR/A
File 028-13685
13F-HR/A filing
Filing date
10 Nov 2011
Reporting date
30 Sep 2011
Next action
Verify source filing
13F-HR
File 028-13685
13F-HR filing
Filing date
07 Nov 2011
Reporting date
30 Sep 2011
Next action
Verify source filing
13F-HR
File 028-13685
13F-HR filing
Filing date
27 Jul 2011
Reporting date
30 Jun 2011
Next action
Verify source filing
13F-HR
File 028-13685
13F-HR filing
Filing date
11 May 2011
Reporting date
31 Mar 2011
Next action
Verify source filing
13F-HR
File 028-13685
13F-HR filing
Filing date
14 Feb 2011
Reporting date
31 Dec 2010
Next action
Verify source filing
13F-HR/A
File 028-13685
13F-HR/A filing
Filing date
16 Nov 2010
Reporting date
30 Sep 2010
Next action
Verify source filing
13F-HR
File 028-13685
13F-HR filing
Filing date
12 Nov 2010
Reporting date
30 Sep 2010
Next action
Verify source filing
13F-HR
File 028-13685
13F-HR filing
Filing date
03 Aug 2010
Reporting date
30 Jun 2010
Next action
Verify source filing
13F-HR
File 028-13685
13F-HR filing
Filing date
10 May 2010
Reporting date
31 Mar 2010
Next action
Verify source filing
13F-HR
File 028-13685
13F-HR filing
Filing date
09 Feb 2010
Reporting date
31 Dec 2009
Next action
Verify source filing
About this filer
Westover Capital Advisors, LLC files with the SEC under CIK 0001483467. This page aggregates EDGAR filings and related ownership activity.
FAQ
What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.
CIK / security context first
Related pages for Westover Capital Advisors, LLC
Broader directories and feeds