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Wescott Financial Advisory Group, LLC: DFGR position timeline

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

Wescott Financial Advisory Group, LLC held 898,892 DFGR 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 898,892 shares
    Change vs previous 13F -9,270 shares

    2.02% of the 13F portfolio, value $26,040,887.

    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 908,162 shares
    Change vs previous 13F -65,315 shares

    2.12% of the 13F portfolio, value $24,138,941.

    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 973,477 shares
    Change vs previous 13F +3,479 shares

    2.24% of the 13F portfolio, value $25,719,252.

    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 969,998 shares
    Change vs previous 13F +12,353 shares

    2.38% of the 13F portfolio, value $26,490,637.

    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 957,645 shares
    Change vs previous 13F -9,051 shares

    2.46% of the 13F portfolio, value $25,693,608.

    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 966,696 shares
    Change vs previous 13F -3,799 shares

    2.63% of the 13F portfolio, value $25,385,438.

    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 970,495 shares
    Change vs previous 13F +9,286 shares

    2.57% of the 13F portfolio, value $24,786,455.

    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 961,209 shares
    Change vs previous 13F not available

    2.98% of the 13F portfolio, value $27,740,505.

    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).