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Wescott Financial Advisory Group, LLC: ISTB position timeline

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

Wescott Financial Advisory Group, LLC held 262,339 ISTB 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 262,339 shares
    Change vs previous 13F +17,037 shares

    0.98% of the 13F portfolio, value $12,657,838.

    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 245,302 shares
    Change vs previous 13F +27,487 shares

    1.04% of the 13F portfolio, value $11,887,352.

    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 217,815 shares
    Change vs previous 13F +20,233 shares

    0.93% of the 13F portfolio, value $10,618,496.

    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 197,582 shares
    Change vs previous 13F +14,722 shares

    0.87% of the 13F portfolio, value $9,649,904.

    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 182,860 shares
    Change vs previous 13F +2,310 shares

    0.85% of the 13F portfolio, value $8,896,166.

    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 180,550 shares
    Change vs previous 13F +8,161 shares

    0.91% of the 13F portfolio, value $8,729,617.

    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 172,389 shares
    Change vs previous 13F +20,579 shares

    0.85% of the 13F portfolio, value $8,235,032.

    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 151,810 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $7,390,113.

    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).