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Wescott Financial Advisory Group, LLC: IEFA position timeline

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

Wescott Financial Advisory Group, LLC held 541,423 IEFA 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 541,423 shares
    Change vs previous 13F +31,756 shares

    4.05% of the 13F portfolio, value $52,290,622.

    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 509,667 shares
    Change vs previous 13F -16,676 shares

    4.05% of the 13F portfolio, value $46,140,196.

    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 526,343 shares
    Change vs previous 13F -2,446 shares

    4.11% of the 13F portfolio, value $47,086,634.

    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 528,789 shares
    Change vs previous 13F -462 shares

    4.14% of the 13F portfolio, value $46,168,603.

    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 529,251 shares
    Change vs previous 13F -4,445 shares

    4.23% of the 13F portfolio, value $44,181,877.

    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 533,696 shares
    Change vs previous 13F -6,914 shares

    4.19% of the 13F portfolio, value $40,374,122.

    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 540,610 shares
    Change vs previous 13F +708 shares

    3.94% of the 13F portfolio, value $37,994,054.

    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 539,902 shares
    Change vs previous 13F not available

    4.53% of the 13F portfolio, value $42,139,383.

    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).