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Wescott Financial Advisory Group, LLC: IVV position timeline

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

Wescott Financial Advisory Group, LLC held 76,939 IVV 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 76,939 shares
    Change vs previous 13F +1,820 shares

    4.46% of the 13F portfolio, value $57,619,024.

    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 75,119 shares
    Change vs previous 13F +4,254 shares

    4.3% of the 13F portfolio, value $49,068,782.

    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 70,865 shares
    Change vs previous 13F +1,963 shares

    4.24% of the 13F portfolio, value $48,538,247.

    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 68,902 shares
    Change vs previous 13F +783 shares

    4.14% of the 13F portfolio, value $46,115,856.

    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 68,119 shares
    Change vs previous 13F +2,052 shares

    4.05% of the 13F portfolio, value $42,295,089.

    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 66,067 shares
    Change vs previous 13F -3,041 shares

    3.85% of the 13F portfolio, value $37,123,444.

    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 69,108 shares
    Change vs previous 13F +2,018 shares

    4.22% of the 13F portfolio, value $40,682,683.

    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 67,090 shares
    Change vs previous 13F not available

    4.16% of the 13F portfolio, value $38,698,774.

    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).