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Wescott Financial Advisory Group, LLC: AGG position timeline

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

Wescott Financial Advisory Group, LLC held 120,222 AGG 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 120,222 shares
    Change vs previous 13F +2,351 shares

    0.92% of the 13F portfolio, value $11,899,529.

    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 117,871 shares
    Change vs previous 13F +11,052 shares

    1.03% of the 13F portfolio, value $11,701,021.

    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 106,819 shares
    Change vs previous 13F +5,548 shares

    0.93% of the 13F portfolio, value $10,669,042.

    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 101,271 shares
    Change vs previous 13F +2,239 shares

    0.91% of the 13F portfolio, value $10,152,401.

    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 99,032 shares
    Change vs previous 13F -1,082 shares

    0.94% of the 13F portfolio, value $9,824,056.

    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 100,114 shares
    Change vs previous 13F +3,528 shares

    1.03% of the 13F portfolio, value $9,903,317.

    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 96,586 shares
    Change vs previous 13F +30,046 shares

    0.97% of the 13F portfolio, value $9,359,193.

    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 66,540 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $6,738,547.

    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).