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Disclosery

WEST PACES ADVISORS INC.: PNC position timeline

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

WEST PACES ADVISORS INC. held 5,573 PNC 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 5,573 shares
    Change vs previous 13F +1,611 shares

    0.23% of the 13F portfolio, value $1,372,135.

    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 3,962 shares
    Change vs previous 13F -203 shares

    0.16% of the 13F portfolio, value $824,411.

    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 4,165 shares
    Change vs previous 13F +14 shares

    0.17% of the 13F portfolio, value $869,319.

    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 4,151 shares
    Change vs previous 13F -125 shares

    0.17% of the 13F portfolio, value $834,020.

    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 4,276 shares
    Change vs previous 13F -992 shares

    0.17% of the 13F portfolio, value $797,095.

    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 5,268 shares
    Change vs previous 13F -318 shares

    0.21% of the 13F portfolio, value $925,921.

    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 5,586 shares
    Change vs previous 13F -92 shares

    0.26% of the 13F portfolio, value $1,077,221.

    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 5,678 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,049,541.

    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).