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Wescott Financial Advisory Group, LLC: DFUV position timeline

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

Wescott Financial Advisory Group, LLC held 754,353 DFUV 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 754,353 shares
    Change vs previous 13F -17,394 shares

    3.21% of the 13F portfolio, value $41,496,943.

    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 771,747 shares
    Change vs previous 13F +1,745 shares

    3.28% of the 13F portfolio, value $37,398,903.

    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 770,002 shares
    Change vs previous 13F -79,889 shares

    3.13% of the 13F portfolio, value $35,874,372.

    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 849,891 shares
    Change vs previous 13F +2,987 shares

    3.41% of the 13F portfolio, value $37,981,627.

    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 846,904 shares
    Change vs previous 13F -2,888 shares

    3.43% of the 13F portfolio, value $35,807,088.

    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 849,792 shares
    Change vs previous 13F -4,719 shares

    3.63% of the 13F portfolio, value $35,019,917.

    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 854,511 shares
    Change vs previous 13F -43,724 shares

    3.62% of the 13F portfolio, value $34,966,593.

    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 898,235 shares
    Change vs previous 13F not available

    4.03% of the 13F portfolio, value $37,447,411.

    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).