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Wescott Financial Advisory Group, LLC: ESGE position timeline

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

Wescott Financial Advisory Group, LLC held 58,079 ESGE 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 58,079 shares
    Change vs previous 13F -864 shares

    0.25% of the 13F portfolio, value $3,176,361.

    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 58,943 shares
    Change vs previous 13F -4,160 shares

    0.23% of the 13F portfolio, value $2,680,180.

    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 63,103 shares
    Change vs previous 13F +907 shares

    0.24% of the 13F portfolio, value $2,787,300.

    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 62,196 shares
    Change vs previous 13F +5,105 shares

    0.24% of the 13F portfolio, value $2,700,559.

    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 57,091 shares
    Change vs previous 13F +2,177 shares

    0.21% of the 13F portfolio, value $2,236,262.

    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 54,914 shares
    Change vs previous 13F +2,725 shares

    0.2% of the 13F portfolio, value $1,919,225.

    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 52,189 shares
    Change vs previous 13F +1,045 shares

    0.18% of the 13F portfolio, value $1,742,590.

    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 51,144 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,862,167.

    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).