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Disclosery

WEST PACES ADVISORS INC.: ISHG position timeline

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

WEST PACES ADVISORS INC. held 11,554 ISHG 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 11,554 shares
    Change vs previous 13F -541 shares

    0.14% of the 13F portfolio, value $857,827.

    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 12,095 shares
    Change vs previous 13F -1,295 shares

    0.17% of the 13F portfolio, value $897,258.

    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 13,390 shares
    Change vs previous 13F -3,380 shares

    0.19% of the 13F portfolio, value $1,007,464.

    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 16,770 shares
    Change vs previous 13F +3,340 shares

    0.25% of the 13F portfolio, value $1,277,539.

    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 13,430 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,028,201.

    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).