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Wescott Financial Advisory Group, LLC: IEMG position timeline

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

Wescott Financial Advisory Group, LLC held 597,473 IEMG 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 597,473 shares
    Change vs previous 13F -3,201 shares

    3.83% of the 13F portfolio, value $49,494,706.

    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 600,674 shares
    Change vs previous 13F -5,705 shares

    3.67% of the 13F portfolio, value $41,897,024.

    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 606,379 shares
    Change vs previous 13F -18,870 shares

    3.56% of the 13F portfolio, value $40,760,809.

    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 625,249 shares
    Change vs previous 13F -18,063 shares

    3.7% of the 13F portfolio, value $41,216,385.

    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 643,312 shares
    Change vs previous 13F -8,201 shares

    3.69% of the 13F portfolio, value $38,617,996.

    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 651,513 shares
    Change vs previous 13F -2,030 shares

    3.65% of the 13F portfolio, value $35,162,150.

    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 653,543 shares
    Change vs previous 13F +4,975 shares

    3.54% of the 13F portfolio, value $34,128,009.

    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 648,568 shares
    Change vs previous 13F not available

    4% of the 13F portfolio, value $37,234,300.

    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).