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PACES FERRY WEALTH ADVISORS, LLC: SCHA position timeline

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

PACES FERRY WEALTH ADVISORS, LLC held 108,339 SCHA 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 108,339 shares
    Change vs previous 13F -2,309 shares

    1.46% of the 13F portfolio, value $3,914,282.

    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 110,648 shares
    Change vs previous 13F -1,374 shares

    1.34% of the 13F portfolio, value $3,217,654.

    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 112,022 shares
    Change vs previous 13F -1,880 shares

    1.3% of the 13F portfolio, value $3,190,383.

    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 113,902 shares
    Change vs previous 13F -1,705 shares

    1.32% of the 13F portfolio, value $3,177,876.

    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 115,607 shares
    Change vs previous 13F -4,097 shares

    1.34% of the 13F portfolio, value $2,924,865.

    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 119,704 shares
    Change vs previous 13F -1,209 shares

    1.4% of the 13F portfolio, value $2,804,672.

    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 120,913 shares
    Change vs previous 13F +60,246 shares

    1.52% of the 13F portfolio, value $3,126,822.

    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 60,667 shares
    Change vs previous 13F not available

    1.8% of the 13F portfolio, value $3,124,363.

    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).