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WEST PACES ADVISORS INC.: IVW position timeline

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

WEST PACES ADVISORS INC. held 14,404 IVW 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 14,404 shares
    Change vs previous 13F +1,456 shares

    0.33% of the 13F portfolio, value $1,981,030.

    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 12,948 shares
    Change vs previous 13F +41 shares

    0.28% of the 13F portfolio, value $1,464,592.

    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 12,907 shares
    Change vs previous 13F +1,556 shares

    0.31% of the 13F portfolio, value $1,590,975.

    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 11,351 shares
    Change vs previous 13F +2,361 shares

    0.27% of the 13F portfolio, value $1,370,336.

    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 8,990 shares
    Change vs previous 13F +450 shares

    0.21% of the 13F portfolio, value $989,833.

    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 8,540 shares
    Change vs previous 13F +1,410 shares

    0.18% of the 13F portfolio, value $792,786.

    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 7,130 shares
    Change vs previous 13F +775 shares

    0.18% of the 13F portfolio, value $723,917.

    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 6,355 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $608,492.

    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).