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Wescott Financial Advisory Group, LLC: IVW position timeline

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

Wescott Financial Advisory Group, LLC held 111,735 IVW 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 111,735 shares
    Change vs previous 13F +6,867 shares

    1.19% of the 13F portfolio, value $15,366,846.

    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 104,868 shares
    Change vs previous 13F +11,791 shares

    1.04% of the 13F portfolio, value $11,861,647.

    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 93,077 shares
    Change vs previous 13F +5,409 shares

    1% of the 13F portfolio, value $11,472,675.

    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 87,668 shares
    Change vs previous 13F +3,381 shares

    0.95% of the 13F portfolio, value $10,583,268.

    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 84,287 shares
    Change vs previous 13F +2,500 shares

    0.89% of the 13F portfolio, value $9,280,018.

    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 81,787 shares
    Change vs previous 13F +3,252 shares

    0.79% of the 13F portfolio, value $7,592,283.

    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 78,535 shares
    Change vs previous 13F +6,364 shares

    0.83% of the 13F portfolio, value $7,973,618.

    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 72,171 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $6,910,411.

    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).