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Wescott Financial Advisory Group, LLC: DFIS position timeline

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

Wescott Financial Advisory Group, LLC held 1,198,371 DFIS 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 1,198,371 shares
    Change vs previous 13F +11,828 shares

    3.25% of the 13F portfolio, value $41,978,922.

    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 1,186,543 shares
    Change vs previous 13F -107,648 shares

    3.5% of the 13F portfolio, value $39,950,898.

    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 1,294,191 shares
    Change vs previous 13F -25,932 shares

    3.72% of the 13F portfolio, value $42,630,655.

    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 1,320,123 shares
    Change vs previous 13F -25,232 shares

    3.75% of the 13F portfolio, value $41,755,486.

    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 1,345,355 shares
    Change vs previous 13F -15,963 shares

    3.84% of the 13F portfolio, value $40,145,391.

    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 1,361,318 shares
    Change vs previous 13F +127,027 shares

    3.65% of the 13F portfolio, value $35,176,454.

    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 1,234,291 shares
    Change vs previous 13F +23,909 shares

    3.14% of the 13F portfolio, value $30,308,005.

    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 1,210,382 shares
    Change vs previous 13F not available

    3.49% of the 13F portfolio, value $32,474,537.

    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).