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WEST PACES ADVISORS INC.: IEF position timeline

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

WEST PACES ADVISORS INC. held 271,846 IEF 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 271,846 shares
    Change vs previous 13F -33,294 shares

    4.31% of the 13F portfolio, value $25,708,485.

    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 305,140 shares
    Change vs previous 13F +12,678 shares

    5.64% of the 13F portfolio, value $29,122,570.

    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 292,462 shares
    Change vs previous 13F +5,645 shares

    5.44% of the 13F portfolio, value $28,123,155.

    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 286,817 shares
    Change vs previous 13F +21,060 shares

    5.51% of the 13F portfolio, value $27,666,377.

    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 265,757 shares
    Change vs previous 13F +6,136 shares

    5.42% of the 13F portfolio, value $25,451,557.

    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 259,621 shares
    Change vs previous 13F +1,018 shares

    5.64% of the 13F portfolio, value $24,760,064.

    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 258,603 shares
    Change vs previous 13F +16,852 shares

    5.84% of the 13F portfolio, value $23,907,856.

    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 241,751 shares
    Change vs previous 13F not available

    5.81% of the 13F portfolio, value $23,720,593.

    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).