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PACES FERRY WEALTH ADVISORS, LLC: SCHX position timeline

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

PACES FERRY WEALTH ADVISORS, LLC held 74,935 SCHX 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 74,935 shares
    Change vs previous 13F -57 shares

    0.83% of the 13F portfolio, value $2,205,333.

    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 74,992 shares
    Change vs previous 13F -150 shares

    0.8% of the 13F portfolio, value $1,922,790.

    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 75,142 shares
    Change vs previous 13F -1,319 shares

    0.82% of the 13F portfolio, value $2,022,073.

    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 76,461 shares
    Change vs previous 13F -1,369 shares

    0.84% of the 13F portfolio, value $2,013,971.

    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 77,830 shares
    Change vs previous 13F -132 shares

    0.87% of the 13F portfolio, value $1,902,158.

    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 77,962 shares
    Change vs previous 13F -64 shares

    0.86% of the 13F portfolio, value $1,721,409.

    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 78,026 shares
    Change vs previous 13F +49,529 shares

    0.88% of the 13F portfolio, value $1,808,636.

    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 28,497 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $1,933,521.

    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).