Current Market Value 202,305,593
Current Holdings 58
Most Recent File Date 2025-08-13
Total Filings on Record 40
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by West Chester Capital Advisors, Inc . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-13 2025-06-30 13F-HR 58 202,306
2025-05-14 2025-03-31 13F-HR 61 172,948
2025-02-14 2024-12-31 13F-HR 63 185,316
2023-11-09 2023-09-30 13F-HR 43 54,130
2023-08-14 2023-06-30 13F-HR 43 52,817
2023-05-04 2023-03-31 13F-HR 41 43,503
2023-02-06 2022-12-31 13F-HR 43 50,165
2022-10-31 2022-09-30 13F-HR 47 45,399
2022-07-28 2022-06-30 13F-HR 49 42,466
2022-05-03 2022-03-31 13F-HR 67 136,963
2022-02-11 2021-12-31 13F-HR 63 145,717
2021-11-05 2021-09-30 13F-HR 65 129,792
2021-07-15 2021-06-30 13F-HR 70 128,442
2021-05-04 2021-03-31 13F-HR 66 116,642
2021-02-03 2020-12-31 13F-HR 66 101,760
2019-11-08 2019-09-30 13F-HR 64 73,514
2019-07-30 2019-06-30 13F-HR 70 76,628
2019-04-24 2019-03-31 13F-HR 68 47,909
2019-02-07 2018-12-31 13F-HR 65 39,457
2018-10-29 2018-09-30 13F-HR 75 80,081
2018-07-25 2018-06-30 13F-HR 73 74,466
2018-05-04 2018-03-31 13F-HR 77 88,428
2018-02-12 2017-12-31 13F-HR 73 103,560
2017-05-12 2017-03-31 13F-HR 29 76,461
2017-01-30 2016-12-31 13F-HR 32 85,611
2016-11-14 2016-09-30 13F-HR 74 79,026
2016-08-08 2016-06-30 13F-HR 28 67,242
2016-05-13 2016-03-31 13F-HR 26 58,939
2016-02-08 2015-12-31 13F-HR 29 42,171
2015-11-12 2015-09-30 13F-HR 60 52,455
2015-08-11 2015-06-30 13F-HR/A 1 R 150 86,051
2015-08-10 2015-06-30 13F-HR 150 3,802,278
2015-05-14 2015-03-31 13F-HR 86 86,814
2015-02-13 2014-12-31 13F-HR 122 103,152
2014-11-17 2014-09-30 13F-HR 104 57,840
2014-08-18 2014-06-30 13F-HR 116 93,167
2014-05-14 2014-03-31 13F-HR 130 99,580
2014-02-14 2013-12-31 13F-HR 183 167,656
2013-11-01 2013-09-30 13F-HR 179 157,073
2013-08-12 2013-06-30 13F-HR 172 155,402