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WEST PACES ADVISORS INC.: SCHF position timeline

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

WEST PACES ADVISORS INC. held 92,045 SCHF 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 92,045 shares
    Change vs previous 13F -1,871 shares

    0.43% of the 13F portfolio, value $2,549,644.

    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 93,916 shares
    Change vs previous 13F -661 shares

    0.45% of the 13F portfolio, value $2,324,418.

    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 94,577 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $2,273,629.

    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 94,577 shares
    Change vs previous 13F +3,671 shares

    0.44% of the 13F portfolio, value $2,201,750.

    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 90,906 shares
    Change vs previous 13F -16,605 shares

    0.43% of the 13F portfolio, value $2,009,020.

    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 107,511 shares
    Change vs previous 13F -3,778 shares

    0.48% of the 13F portfolio, value $2,126,566.

    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 111,289 shares
    Change vs previous 13F +64,394 shares

    0.5% of the 13F portfolio, value $2,058,845.

    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 46,895 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,928,318.

    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).