Skip to content
Disclosery

Wescott Financial Advisory Group, LLC: IGSB position timeline

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

Wescott Financial Advisory Group, LLC held 34,427 IGSB 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 34,427 shares
    Change vs previous 13F +42 shares

    0.14% of the 13F portfolio, value $1,804,296.

    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 34,385 shares
    Change vs previous 13F +3,336 shares

    0.16% of the 13F portfolio, value $1,807,241.

    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 31,049 shares
    Change vs previous 13F -114 shares

    0.14% of the 13F portfolio, value $1,641,875.

    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 31,163 shares
    Change vs previous 13F +792 shares

    0.15% of the 13F portfolio, value $1,652,588.

    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 30,371 shares
    Change vs previous 13F -8,140 shares

    0.15% of the 13F portfolio, value $1,602,384.

    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 38,511 shares
    Change vs previous 13F -636 shares

    0.21% of the 13F portfolio, value $2,016,798.

    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 39,147 shares
    Change vs previous 13F -8,648 shares

    0.21% of the 13F portfolio, value $2,023,898.

    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 47,795 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,516,879.

    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).