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WEST PACES ADVISORS INC.: SCHC position timeline

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

WEST PACES ADVISORS INC. held 148,122 SCHC 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 148,122 shares
    Change vs previous 13F -12,511 shares

    1.2% of the 13F portfolio, value $7,127,609.

    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 160,633 shares
    Change vs previous 13F -10,126 shares

    1.45% of the 13F portfolio, value $7,507,966.

    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 170,759 shares
    Change vs previous 13F -3,149 shares

    1.5% of the 13F portfolio, value $7,774,637.

    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 173,908 shares
    Change vs previous 13F -3,609 shares

    1.58% of the 13F portfolio, value $7,914,533.

    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 177,517 shares
    Change vs previous 13F -11,659 shares

    1.61% of the 13F portfolio, value $7,560,430.

    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 189,176 shares
    Change vs previous 13F -11,868 shares

    1.55% of the 13F portfolio, value $6,787,619.

    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 201,044 shares
    Change vs previous 13F +1,101 shares

    1.68% of the 13F portfolio, value $6,901,825.

    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 199,943 shares
    Change vs previous 13F not available

    1.89% of the 13F portfolio, value $7,703,787.

    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).