Skip to content
Disclosery

Wescott Financial Advisory Group, LLC: EFG position timeline

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

Wescott Financial Advisory Group, LLC held 16,581 EFG 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 16,581 shares
    Change vs previous 13F +1,815 shares

    0.16% of the 13F portfolio, value $2,062,971.

    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 14,766 shares
    Change vs previous 13F +1,687 shares

    0.14% of the 13F portfolio, value $1,644,419.

    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 13,079 shares
    Change vs previous 13F +1,931 shares

    0.13% of the 13F portfolio, value $1,489,888.

    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 11,148 shares
    Change vs previous 13F +533 shares

    0.11% of the 13F portfolio, value $1,269,516.

    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 10,615 shares
    Change vs previous 13F +640 shares

    0.11% of the 13F portfolio, value $1,188,862.

    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 9,975 shares
    Change vs previous 13F +870 shares

    0.1% of the 13F portfolio, value $997,515.

    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 9,105 shares
    Change vs previous 13F +1,321 shares

    0.09% of the 13F portfolio, value $881,652.

    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 7,784 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $837,966.

    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).