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Wescott Financial Advisory Group, LLC: DFNM position timeline

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

Wescott Financial Advisory Group, LLC held 79,330 DFNM 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 79,330 shares
    Change vs previous 13F -962 shares

    0.3% of the 13F portfolio, value $3,834,427.

    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 80,292 shares
    Change vs previous 13F +1,089 shares

    0.34% of the 13F portfolio, value $3,848,393.

    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 79,203 shares
    Change vs previous 13F +53 shares

    0.33% of the 13F portfolio, value $3,815,194.

    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 79,150 shares
    Change vs previous 13F +42 shares

    0.34% of the 13F portfolio, value $3,797,607.

    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 79,108 shares
    Change vs previous 13F -593 shares

    0.36% of the 13F portfolio, value $3,752,071.

    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 79,701 shares
    Change vs previous 13F -10,437 shares

    0.39% of the 13F portfolio, value $3,791,363.

    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 90,138 shares
    Change vs previous 13F -566 shares

    0.45% of the 13F portfolio, value $4,305,906.

    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 90,704 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $4,402,783.

    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).