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WEST PACES ADVISORS INC.: SHY position timeline

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

WEST PACES ADVISORS INC. held 14,486 SHY 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 14,486 shares
    Change vs previous 13F +335 shares

    0.2% of the 13F portfolio, value $1,189,445.

    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 14,151 shares
    Change vs previous 13F -2,026 shares

    0.23% of the 13F portfolio, value $1,168,448.

    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 16,177 shares
    Change vs previous 13F -13,561 shares

    0.26% of the 13F portfolio, value $1,339,779.

    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 29,738 shares
    Change vs previous 13F +15,430 shares

    0.49% of the 13F portfolio, value $2,467,064.

    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 14,308 shares
    Change vs previous 13F +1,745 shares

    0.25% of the 13F portfolio, value $1,185,561.

    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 12,563 shares
    Change vs previous 13F -505 shares

    0.24% of the 13F portfolio, value $1,039,337.

    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 13,068 shares
    Change vs previous 13F -2,720 shares

    0.26% of the 13F portfolio, value $1,071,315.

    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 15,788 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,312,772.

    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).