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WEST PACES ADVISORS INC.: AVEM position timeline

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

WEST PACES ADVISORS INC. held 401,179 AVEM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 401,179 shares
    Change vs previous 13F -9,367 shares

    6.49% of the 13F portfolio, value $38,709,724.

    13F-HR 0001398344-26-012281 filed by WEST PACES ADVISORS INC.
    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 410,546 shares
    Change vs previous 13F +5,248 shares

    6.41% of the 13F portfolio, value $33,081,794.

    13F-HR 0001398344-26-008327 filed by WEST PACES ADVISORS INC.
    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 405,298 shares
    Change vs previous 13F +2,461 shares

    6.04% of the 13F portfolio, value $31,216,015.

    13F-HR 0001398344-26-000988 filed by WEST PACES ADVISORS INC.
    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 402,837 shares
    Change vs previous 13F +14,679 shares

    6.02% of the 13F portfolio, value $30,257,063.

    13F-HR 0001398344-25-019519 filed by WEST PACES ADVISORS INC.
    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 388,158 shares
    Change vs previous 13F -16,070 shares

    5.66% of the 13F portfolio, value $26,604,327.

    13F-HR 0001398344-25-013608 filed by WEST PACES ADVISORS INC.
    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 404,228 shares
    Change vs previous 13F -50,865 shares

    5.54% of the 13F portfolio, value $24,322,422.

    13F-HR 0001398344-25-007123 filed by WEST PACES ADVISORS INC.
    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 455,093 shares
    Change vs previous 13F +416 shares

    6.53% of the 13F portfolio, value $26,754,940.

    13F-HR 0001398344-25-002933 filed by WEST PACES ADVISORS INC.
    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 454,677 shares
    Change vs previous 13F not available

    7.19% of the 13F portfolio, value $29,372,113.

    13F-HR 0001398344-24-018870 filed by WEST PACES ADVISORS INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).