Skip to content
Disclosery

Wescott Financial Advisory Group, LLC: IJH position timeline

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

Wescott Financial Advisory Group, LLC held 203,801 IJH 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 203,801 shares
    Change vs previous 13F +15,554 shares

    1.22% of the 13F portfolio, value $15,715,152.

    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 188,247 shares
    Change vs previous 13F +24 shares

    1.11% of the 13F portfolio, value $12,712,328.

    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 188,223 shares
    Change vs previous 13F +20,294 shares

    1.08% of the 13F portfolio, value $12,422,739.

    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 167,929 shares
    Change vs previous 13F +26,903 shares

    0.98% of the 13F portfolio, value $10,959,047.

    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 141,026 shares
    Change vs previous 13F +10,387 shares

    0.84% of the 13F portfolio, value $8,746,427.

    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 130,639 shares
    Change vs previous 13F +16,614 shares

    0.79% of the 13F portfolio, value $7,622,761.

    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 114,025 shares
    Change vs previous 13F +1,773 shares

    0.74% of the 13F portfolio, value $7,104,881.

    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 112,252 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $6,995,521.

    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).