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PACES FERRY WEALTH ADVISORS, LLC: HIMU position timeline

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

PACES FERRY WEALTH ADVISORS, LLC held 31,998 HIMU shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,998 shares
    Change vs previous 13F 0 shares

    0.6% of the 13F portfolio, value $1,593,500.

    13F-HR 0001819919-26-000003 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).

  2. period ended2026-03-31
    13F 31,998 shares
    Change vs previous 13F 0 shares

    0.64% of the 13F portfolio, value $1,535,264.

    13F-HR 0001819919-26-000002 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 ended2025-12-31
    13F 31,998 shares
    Change vs previous 13F 0 shares

    0.63% of the 13F portfolio, value $1,557,663.

    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).

  4. period ended2025-09-30
    13F 31,998 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $1,573,982.

    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).