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West Paces Advisors Inc.

SEC CIK
0002004720
Latest filing
Jul 17, 2026

MORN holding history

Morningstar, Inc. in every 13F filed by West Paces Advisors Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MORN overviewAll 13F holders of MORNFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q2 2021
Holdings of MORN by West Paces Advisors Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−10−100.0%Sold outHolders
Q1 202510$3.00K<0.1%00.0%UnchangedHolders
Q4 202410$3.37K<0.1%00.0%UnchangedHolders
Q3 202410$3.19K<0.1%00.0%UnchangedHolders
Q2 202410$2.96K<0.1%00.0%UnchangedHolders
Q1 202410$3.08K<0.1%+10NewHolders
Q3 20220$00.0%−23−100.0%Sold outHolders
Q2 202223$5.56K<0.1%00.0%UnchangedHolders
Q1 202223$6.28K<0.1%00.0%UnchangedHolders
Q4 202123$7.87K<0.1%+3+15.0%AddedHolders
Q3 202120$5.18K<0.1%00.0%UnchangedHolders
Q2 202120$5.14K<0.1%+20NewHolders