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Wescott Financial Advisory Group, LLC: ACWI position timeline

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

Wescott Financial Advisory Group, LLC held 43,621 ACWI 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 43,621 shares
    Change vs previous 13F -2,990 shares

    0.53% of the 13F portfolio, value $6,847,262.

    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 46,611 shares
    Change vs previous 13F +164 shares

    0.57% of the 13F portfolio, value $6,449,509.

    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 46,447 shares
    Change vs previous 13F +3,854 shares

    0.57% of the 13F portfolio, value $6,571,790.

    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 42,593 shares
    Change vs previous 13F +828 shares

    0.53% of the 13F portfolio, value $5,888,098.

    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 41,765 shares
    Change vs previous 13F +1,070 shares

    0.51% of the 13F portfolio, value $5,371,018.

    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 40,695 shares
    Change vs previous 13F +2,213 shares

    0.49% of the 13F portfolio, value $4,736,429.

    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 38,482 shares
    Change vs previous 13F +1,263 shares

    0.47% of the 13F portfolio, value $4,521,591.

    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 37,219 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $4,449,512.

    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).