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Disclosery

WEST PACES ADVISORS INC.: IJR position timeline

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

WEST PACES ADVISORS INC. held 184,651 IJR 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 184,651 shares
    Change vs previous 13F -4,057 shares

    4.59% of the 13F portfolio, value $27,385,561.

    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 188,708 shares
    Change vs previous 13F -5,099 shares

    4.54% of the 13F portfolio, value $23,458,239.

    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 193,807 shares
    Change vs previous 13F -2,532 shares

    4.51% of the 13F portfolio, value $23,291,703.

    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 196,339 shares
    Change vs previous 13F -7,052 shares

    4.64% of the 13F portfolio, value $23,330,935.

    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 203,391 shares
    Change vs previous 13F -10,185 shares

    4.73% of the 13F portfolio, value $22,228,654.

    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 213,576 shares
    Change vs previous 13F -12,405 shares

    5.09% of the 13F portfolio, value $22,333,652.

    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 225,981 shares
    Change vs previous 13F -12,341 shares

    6.36% of the 13F portfolio, value $26,037,524.

    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 238,322 shares
    Change vs previous 13F not available

    6.83% of the 13F portfolio, value $27,874,169.

    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).