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Wescott Financial Advisory Group, LLC: ITOT position timeline

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

Wescott Financial Advisory Group, LLC held 7,757 ITOT 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 7,757 shares
    Change vs previous 13F -1,166 shares

    0.1% of the 13F portfolio, value $1,274,277.

    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 8,923 shares
    Change vs previous 13F -480 shares

    0.11% of the 13F portfolio, value $1,270,858.

    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 9,403 shares
    Change vs previous 13F -164 shares

    0.12% of the 13F portfolio, value $1,398,011.

    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 9,567 shares
    Change vs previous 13F -778 shares

    0.13% of the 13F portfolio, value $1,393,407.

    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 10,345 shares
    Change vs previous 13F -917 shares

    0.13% of the 13F portfolio, value $1,396,909.

    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 11,262 shares
    Change vs previous 13F +450 shares

    0.14% of the 13F portfolio, value $1,374,084.

    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 10,812 shares
    Change vs previous 13F -720 shares

    0.14% of the 13F portfolio, value $1,390,685.

    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 11,532 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,448,695.

    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).