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PACES FERRY WEALTH ADVISORS, LLC: IWM position timeline

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

PACES FERRY WEALTH ADVISORS, LLC held 6,344 IWM 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 6,344 shares
    Change vs previous 13F -153 shares

    0.71% of the 13F portfolio, value $1,906,000.

    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 6,497 shares
    Change vs previous 13F -237 shares

    0.67% of the 13F portfolio, value $1,611,354.

    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 6,734 shares
    Change vs previous 13F +3 shares

    0.67% of the 13F portfolio, value $1,657,633.

    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 6,731 shares
    Change vs previous 13F -153 shares

    0.68% of the 13F portfolio, value $1,628,667.

    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).

  5. period ended2025-06-30
    13F 6,884 shares
    Change vs previous 13F -583 shares

    0.68% of the 13F portfolio, value $1,485,459.

    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).

  6. period ended2025-03-31
    13F 7,467 shares
    Change vs previous 13F -56 shares

    0.74% of the 13F portfolio, value $1,489,682.

    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).

  7. period ended2024-12-31
    13F 7,523 shares
    Change vs previous 13F -537 shares

    0.81% of the 13F portfolio, value $1,662,208.

    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).

  8. period ended2024-09-30
    13F 8,060 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $1,780,320.

    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).