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Wescott Financial Advisory Group, LLC: DFIV position timeline

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

Wescott Financial Advisory Group, LLC held 418,590 DFIV 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 418,590 shares
    Change vs previous 13F +15,068 shares

    1.75% of the 13F portfolio, value $22,612,242.

    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 403,522 shares
    Change vs previous 13F -19,454 shares

    1.87% of the 13F portfolio, value $21,297,893.

    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 422,976 shares
    Change vs previous 13F +1,288 shares

    1.84% of the 13F portfolio, value $21,106,518.

    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 421,688 shares
    Change vs previous 13F -3,149 shares

    1.74% of the 13F portfolio, value $19,448,273.

    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 424,837 shares
    Change vs previous 13F +739 shares

    1.74% of the 13F portfolio, value $18,195,769.

    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 424,098 shares
    Change vs previous 13F +6,362 shares

    1.73% of the 13F portfolio, value $16,692,516.

    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 417,736 shares
    Change vs previous 13F +12,432 shares

    1.54% of the 13F portfolio, value $14,821,285.

    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 405,304 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $15,433,990.

    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).