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Disclosery

WEST PACES ADVISORS INC.: DFIS position timeline

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

WEST PACES ADVISORS INC. held 76,747 DFIS 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 76,747 shares
    Change vs previous 13F +35,180 shares

    0.45% of the 13F portfolio, value $2,688,447.

    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 41,567 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,399,561.

    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).