Skip to content
Disclosery

Wescott Financial Advisory Group, LLC: BIV position timeline

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

Wescott Financial Advisory Group, LLC held 418,386 BIV 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 418,386 shares
    Change vs previous 13F +28,152 shares

    2.49% of the 13F portfolio, value $32,090,243.

    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 390,234 shares
    Change vs previous 13F +42,712 shares

    2.64% of the 13F portfolio, value $30,118,256.

    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 347,522 shares
    Change vs previous 13F +14,169 shares

    2.36% of the 13F portfolio, value $27,065,020.

    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 333,353 shares
    Change vs previous 13F +34,167 shares

    2.34% of the 13F portfolio, value $26,031,521.

    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 299,186 shares
    Change vs previous 13F +16,773 shares

    2.21% of the 13F portfolio, value $23,138,983.

    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 282,413 shares
    Change vs previous 13F +33,934 shares

    2.24% of the 13F portfolio, value $21,624,383.

    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 248,479 shares
    Change vs previous 13F +67,135 shares

    1.92% of the 13F portfolio, value $18,568,844.

    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 181,344 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $14,211,925.

    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).