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Wescott Financial Advisory Group, LLC: IVE position timeline

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

Wescott Financial Advisory Group, LLC held 49,164 IVE 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 49,164 shares
    Change vs previous 13F +3,498 shares

    0.86% of the 13F portfolio, value $11,163,180.

    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 45,666 shares
    Change vs previous 13F +4,335 shares

    0.85% of the 13F portfolio, value $9,642,384.

    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 41,331 shares
    Change vs previous 13F +3,682 shares

    0.77% of the 13F portfolio, value $8,765,124.

    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 37,649 shares
    Change vs previous 13F +1,804 shares

    0.7% of the 13F portfolio, value $7,774,884.

    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 35,845 shares
    Change vs previous 13F +1,373 shares

    0.67% of the 13F portfolio, value $7,004,677.

    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 34,472 shares
    Change vs previous 13F +1,275 shares

    0.68% of the 13F portfolio, value $6,569,539.

    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 33,197 shares
    Change vs previous 13F +2,081 shares

    0.66% of the 13F portfolio, value $6,336,733.

    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 31,116 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $6,135,178.

    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).