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Disclosery

WEST PACES ADVISORS INC.: HD position timeline

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

WEST PACES ADVISORS INC. held 10,224 HD 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 10,224 shares
    Change vs previous 13F -122 shares

    0.6% of the 13F portfolio, value $3,605,814.

    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 10,346 shares
    Change vs previous 13F -2,441 shares

    0.66% of the 13F portfolio, value $3,402,792.

    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 12,787 shares
    Change vs previous 13F -151 shares

    0.85% of the 13F portfolio, value $4,400,176.

    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 12,938 shares
    Change vs previous 13F -323 shares

    1.04% of the 13F portfolio, value $5,242,352.

    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 13,261 shares
    Change vs previous 13F -67 shares

    1.03% of the 13F portfolio, value $4,862,041.

    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 13,328 shares
    Change vs previous 13F +213 shares

    1.11% of the 13F portfolio, value $4,884,451.

    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 13,115 shares
    Change vs previous 13F -297 shares

    1.25% of the 13F portfolio, value $5,101,735.

    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 13,412 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $5,434,690.

    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).