Skip to content
Disclosery

Wescott Financial Advisory Group, LLC: DFLV position timeline

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

Wescott Financial Advisory Group, LLC held 802,407 DFLV 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 802,407 shares
    Change vs previous 13F +40,163 shares

    2.46% of the 13F portfolio, value $31,727,179.

    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 762,244 shares
    Change vs previous 13F +82,618 shares

    2.39% of the 13F portfolio, value $27,219,721.

    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 679,626 shares
    Change vs previous 13F +93,723 shares

    2.03% of the 13F portfolio, value $23,249,982.

    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 585,903 shares
    Change vs previous 13F +24,500 shares

    1.73% of the 13F portfolio, value $19,276,203.

    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 561,403 shares
    Change vs previous 13F +38,539 shares

    1.67% of the 13F portfolio, value $17,414,708.

    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 522,864 shares
    Change vs previous 13F +33,828 shares

    1.66% of the 13F portfolio, value $15,983,970.

    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 489,036 shares
    Change vs previous 13F +38,860 shares

    1.52% of the 13F portfolio, value $14,685,744.

    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 450,176 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $13,869,923.

    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).