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Paces Ferry Wealth Advisors, LLCCoreConcentrated long-term

CIK: 0001819919 | ATLANTA, GA

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR144$269.9M2026-08-13SEC ↗
Q1 2026
13F-HR135$241.1M2026-05-06SEC ↗
Q4 2025
13F-HR132$246.3M2026-02-11SEC ↗
Q3 2025
13F-HR128$240.3M2025-11-14SEC ↗
Q2 2025
13F-HR122$217.7M2025-08-14SEC ↗
Q1 2025
13F-HR123$201.0M2025-05-14SEC ↗
Q4 2024
13F-HR131$205.7M2025-02-11SEC ↗
Q3 2024
13F-HR119$173.8M2024-11-12SEC ↗
Q2 2024
13F-HR113$165.8M2024-08-12SEC ↗
Q1 2024
13F-HR111$156.1M2024-05-01SEC ↗
Q4 2023
13F-HR107$143.8M2024-02-05SEC ↗
Q3 2023
13F-HR105$126.2M2023-11-13SEC ↗
Q2 2023
13F-HR108$133.2M2023-07-28SEC ↗
Q1 2023
13F-HR111$124.0M2023-04-24SEC ↗
Q4 2022
13F-HR108$102.8M2023-01-24SEC ↗
Q3 2022
13F-HR93$8.5M2022-10-13SEC ↗
Q2 2022
13F-HR102$6.1M2022-07-28SEC ↗
Q1 2022
13F-HR116$3.5M2022-04-20SEC ↗
Q4 2021
13F-HR111$4.0M2022-01-19SEC ↗
Q3 2021
13F-HR116$4.3M2021-10-29SEC ↗
Q2 2021
13F-HR123$4.6M2021-07-21SEC ↗
Q1 2021
13F-HR116$4.2M2021-05-19SEC ↗
Q4 2020
13F-HR115$4.2M2021-03-05SEC ↗
Q3 2020
13F-HR1329$4.8M2020-11-19SEC ↗