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WEST PACES ADVISORS INC.: SCMB position timeline

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

WEST PACES ADVISORS INC. held 1,950 SCMB 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 1,950 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $50,349.

    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 1,950 shares
    Change vs previous 13F -4,080 shares

    0.01% of the 13F portfolio, value $49,686.

    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 6,030 shares
    Change vs previous 13F -585 shares

    0.03% of the 13F portfolio, value $155,333.

    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 6,615 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $169,410.

    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 6,615 shares
    Change vs previous 13F -3,950 shares

    0.04% of the 13F portfolio, value $166,566.

    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 10,565 shares
    Change vs previous 13F -7,120 shares

    0.06% of the 13F portfolio, value $268,034.

    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 17,685 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $454,151.

    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).