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Disclosery

WEST PACES ADVISORS INC.: SCHE position timeline

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

WEST PACES ADVISORS INC. held 59,329 SCHE 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 59,329 shares
    Change vs previous 13F -693 shares

    0.36% of the 13F portfolio, value $2,151,266.

    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 60,022 shares
    Change vs previous 13F +1,441 shares

    0.38% of the 13F portfolio, value $1,977,740.

    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 58,581 shares
    Change vs previous 13F +64 shares

    0.37% of the 13F portfolio, value $1,918,543.

    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 58,517 shares
    Change vs previous 13F -81 shares

    0.39% of the 13F portfolio, value $1,952,712.

    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 58,598 shares
    Change vs previous 13F -16,197 shares

    0.38% of the 13F portfolio, value $1,766,144.

    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 74,795 shares
    Change vs previous 13F -14,743 shares

    0.47% of the 13F portfolio, value $2,062,098.

    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 89,538 shares
    Change vs previous 13F +2,275 shares

    0.58% of the 13F portfolio, value $2,384,397.

    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 87,263 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $2,546,334.

    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).