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WEST PACES ADVISORS INC.: SCHB position timeline

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

WEST PACES ADVISORS INC. held 97,156 SCHB 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 97,156 shares
    Change vs previous 13F -1,472 shares

    0.47% of the 13F portfolio, value $2,813,638.

    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 98,628 shares
    Change vs previous 13F -22,635 shares

    0.48% of the 13F portfolio, value $2,475,563.

    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 121,263 shares
    Change vs previous 13F -1,765 shares

    0.62% of the 13F portfolio, value $3,180,728.

    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 123,028 shares
    Change vs previous 13F -3,080 shares

    0.63% of the 13F portfolio, value $3,163,050.

    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 126,108 shares
    Change vs previous 13F +19,725 shares

    0.64% of the 13F portfolio, value $3,005,154.

    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 106,383 shares
    Change vs previous 13F +840 shares

    0.52% of the 13F portfolio, value $2,290,426.

    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 105,543 shares
    Change vs previous 13F +70,212 shares

    0.58% of the 13F portfolio, value $2,395,826.

    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 35,331 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $2,350,218.

    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).