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WEST PACES ADVISORS INC.: TDTT position timeline

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

WEST PACES ADVISORS INC. held 1,407,121 TDTT 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 1,407,121 shares
    Change vs previous 13F +74,534 shares

    5.64% of the 13F portfolio, value $33,644,260.

    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 1,332,587 shares
    Change vs previous 13F +90,596 shares

    6.26% of the 13F portfolio, value $32,301,906.

    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 1,241,991 shares
    Change vs previous 13F +40,899 shares

    5.78% of the 13F portfolio, value $29,882,300.

    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 1,201,092 shares
    Change vs previous 13F +43,424 shares

    5.82% of the 13F portfolio, value $29,222,565.

    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 1,157,668 shares
    Change vs previous 13F +4,499 shares

    5.97% of the 13F portfolio, value $28,061,869.

    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 1,153,169 shares
    Change vs previous 13F +25,469 shares

    6.4% of the 13F portfolio, value $28,114,257.

    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 1,127,700 shares
    Change vs previous 13F +9,216 shares

    6.49% of the 13F portfolio, value $26,602,440.

    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 1,118,484 shares
    Change vs previous 13F not available

    6.59% of the 13F portfolio, value $26,899,547.

    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).