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WEST PACES ADVISORS INC.: SCHA position timeline

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

WEST PACES ADVISORS INC. held 42,824 SCHA 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 42,824 shares
    Change vs previous 13F -3,825 shares

    0.26% of the 13F portfolio, value $1,547,223.

    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 46,649 shares
    Change vs previous 13F -1,640 shares

    0.26% of the 13F portfolio, value $1,356,546.

    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 48,289 shares
    Change vs previous 13F -849 shares

    0.27% of the 13F portfolio, value $1,375,264.

    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 49,138 shares
    Change vs previous 13F -390 shares

    0.27% of the 13F portfolio, value $1,370,944.

    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 49,528 shares
    Change vs previous 13F -240 shares

    0.27% of the 13F portfolio, value $1,253,053.

    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 49,768 shares
    Change vs previous 13F -8,265 shares

    0.27% of the 13F portfolio, value $1,166,059.

    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 58,033 shares
    Change vs previous 13F +26,977 shares

    0.37% of the 13F portfolio, value $1,500,727.

    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 31,056 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,599,372.

    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).