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PACES FERRY WEALTH ADVISORS, LLC: IWR position timeline

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

PACES FERRY WEALTH ADVISORS, LLC held 8,846 IWR 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 8,846 shares
    Change vs previous 13F -76 shares

    0.37% of the 13F portfolio, value $975,913.

    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 8,922 shares
    Change vs previous 13F +10 shares

    0.36% of the 13F portfolio, value $867,519.

    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 8,912 shares
    Change vs previous 13F +15 shares

    0.35% of the 13F portfolio, value $857,949.

    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 8,897 shares
    Change vs previous 13F +13 shares

    0.36% of the 13F portfolio, value $859,021.

    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 8,884 shares
    Change vs previous 13F +11 shares

    0.38% of the 13F portfolio, value $817,052.

    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 8,873 shares
    Change vs previous 13F -74 shares

    0.38% of the 13F portfolio, value $754,836.

    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 8,947 shares
    Change vs previous 13F -1,199 shares

    0.38% of the 13F portfolio, value $790,872.

    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 10,146 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $894,298.

    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).