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PACES FERRY WEALTH ADVISORS, LLC: HE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PACES FERRY WEALTH ADVISORS, LLC on HE, newest first. How the timeline and the estimate are built.

PACES FERRY WEALTH ADVISORS, LLC held 0 HE shares at 2025-12-31 per its 13F-HR filed 2026-02-11.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -12,617 shares

    13F-HR 0001819919-26-000001 filed by PACES FERRY WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 12,617 shares
    Change vs previous 13F -500 shares

    0.06% of the 13F portfolio, value $139,292.

    13F-HR 0001819919-25-000002 filed by PACES FERRY WEALTH 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 ended2025-06-30
    13F 13,117 shares
    Change vs previous 13F -3,982 shares

    0.06% of the 13F portfolio, value $139,434.

    13F-HR 0001986042-25-000013 filed by PACES FERRY WEALTH 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 ended2025-03-31
    13F 17,099 shares
    Change vs previous 13F -2,137 shares

    0.09% of the 13F portfolio, value $187,234.

    13F-HR 0001986042-25-000008 filed by PACES FERRY WEALTH 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 ended2024-12-31
    13F 19,236 shares
    Change vs previous 13F -3,861 shares

    0.09% of the 13F portfolio, value $187,166.

    13F-HR 0001986042-25-000004 filed by PACES FERRY WEALTH 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 ended2024-09-30
    13F 23,097 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $223,579.

    13F-HR 0001986042-24-000018 filed by PACES FERRY WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).