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Disclosery

WEST PACES ADVISORS INC.: SPY position timeline

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

WEST PACES ADVISORS INC. held 23,098 SPY 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 23,098 shares
    Change vs previous 13F -284 shares

    2.89% of the 13F portfolio, value $17,248,619.

    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 23,382 shares
    Change vs previous 13F -108 shares

    2.95% of the 13F portfolio, value $15,205,955.

    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 23,490 shares
    Change vs previous 13F -390 shares

    3.1% of the 13F portfolio, value $16,018,607.

    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 23,880 shares
    Change vs previous 13F -1,200 shares

    3.17% of the 13F portfolio, value $15,908,616.

    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 25,080 shares
    Change vs previous 13F +2,107 shares

    3.3% of the 13F portfolio, value $15,495,841.

    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 22,973 shares
    Change vs previous 13F +820 shares

    2.93% of the 13F portfolio, value $12,850,955.

    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 22,153 shares
    Change vs previous 13F +1,195 shares

    3.17% of the 13F portfolio, value $12,983,459.

    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 20,958 shares
    Change vs previous 13F not available

    2.95% of the 13F portfolio, value $12,024,832.

    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).