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Wescott Financial Advisory Group, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wescott Financial Advisory Group, LLC on AAPL, newest first. How the timeline and the estimate are built.

Wescott Financial Advisory Group, LLC held 67,427 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,427 shares
    Change vs previous 13F +5,038 shares

    1.51% of the 13F portfolio, value $19,510,652.

    13F-HR 0001172661-26-003047 filed by Wescott Financial Advisory Group, LLC
    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 62,389 shares
    Change vs previous 13F +3,127 shares

    1.39% of the 13F portfolio, value $15,833,655.

    13F-HR 0001172661-26-001689 filed by Wescott Financial Advisory Group, LLC
    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 59,262 shares
    Change vs previous 13F -1,934 shares

    1.41% of the 13F portfolio, value $16,111,038.

    13F-HR 0001172661-26-000655 filed by Wescott Financial Advisory Group, LLC
    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 61,196 shares
    Change vs previous 13F +4,819 shares

    1.4% of the 13F portfolio, value $15,582,310.

    13F-HR 0001172661-25-004588 filed by Wescott Financial Advisory Group, LLC
    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 56,377 shares
    Change vs previous 13F -777 shares

    1.11% of the 13F portfolio, value $11,566,776.

    13F-HR 0001172661-25-003022 filed by Wescott Financial Advisory Group, LLC
    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 57,154 shares
    Change vs previous 13F -928 shares

    1.32% of the 13F portfolio, value $12,695,718.

    13F-HR 0001172661-25-001836 filed by Wescott Financial Advisory Group, LLC
    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 58,082 shares
    Change vs previous 13F +1,842 shares

    1.51% of the 13F portfolio, value $14,544,780.

    13F-HR 0001172661-25-000710 filed by Wescott Financial Advisory Group, LLC
    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 56,240 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $13,103,954.

    13F-HR 0001172661-24-004582 filed by Wescott Financial Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).