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Wescott Financial Advisory Group, LLC: DFAE position timeline

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

Wescott Financial Advisory Group, LLC held 496,979 DFAE 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 496,979 shares
    Change vs previous 13F +14,883 shares

    1.55% of the 13F portfolio, value $19,983,522.

    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 482,096 shares
    Change vs previous 13F +4,954 shares

    1.43% of the 13F portfolio, value $16,323,759.

    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 477,142 shares
    Change vs previous 13F +2,305 shares

    1.36% of the 13F portfolio, value $15,540,537.

    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 474,837 shares
    Change vs previous 13F +11,608 shares

    1.34% of the 13F portfolio, value $14,971,606.

    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 463,229 shares
    Change vs previous 13F +7,545 shares

    1.28% of the 13F portfolio, value $13,410,463.

    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 455,684 shares
    Change vs previous 13F -2,486 shares

    1.22% of the 13F portfolio, value $11,797,664.

    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 458,170 shares
    Change vs previous 13F +2,638 shares

    1.2% of the 13F portfolio, value $11,623,770.

    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 455,532 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $12,486,145.

    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).