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Wescott Financial Advisory Group, LLC: DFAS position timeline

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

Wescott Financial Advisory Group, LLC held 189,932 DFAS 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 189,932 shares
    Change vs previous 13F +4,805 shares

    1.21% of the 13F portfolio, value $15,639,035.

    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 185,127 shares
    Change vs previous 13F -1,323 shares

    1.15% of the 13F portfolio, value $13,168,101.

    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 186,450 shares
    Change vs previous 13F +6,682 shares

    1.13% of the 13F portfolio, value $12,989,955.

    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 179,768 shares
    Change vs previous 13F +7,626 shares

    1.1% of the 13F portfolio, value $12,306,884.

    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 172,142 shares
    Change vs previous 13F +11,357 shares

    1.05% of the 13F portfolio, value $10,967,203.

    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 160,785 shares
    Change vs previous 13F +9,340 shares

    1% of the 13F portfolio, value $9,606,895.

    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 151,445 shares
    Change vs previous 13F +2,829 shares

    1.02% of the 13F portfolio, value $9,856,038.

    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 148,616 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $9,639,251.

    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).