Skip to content
Disclosery

Wescott Financial Advisory Group, LLC: IWB position timeline

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

Wescott Financial Advisory Group, LLC held 85,288 IWB 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 85,288 shares
    Change vs previous 13F -1,243 shares

    2.7% of the 13F portfolio, value $34,925,491.

    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 86,531 shares
    Change vs previous 13F -863 shares

    2.7% of the 13F portfolio, value $30,853,352.

    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 87,394 shares
    Change vs previous 13F -1,109 shares

    2.85% of the 13F portfolio, value $32,636,592.

    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 88,503 shares
    Change vs previous 13F -952 shares

    2.9% of the 13F portfolio, value $32,346,207.

    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 89,455 shares
    Change vs previous 13F -1,060 shares

    2.91% of the 13F portfolio, value $30,376,304.

    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 90,515 shares
    Change vs previous 13F -3,394 shares

    2.88% of the 13F portfolio, value $27,764,652.

    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 93,909 shares
    Change vs previous 13F -1,337 shares

    3.14% of the 13F portfolio, value $30,253,596.

    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 95,246 shares
    Change vs previous 13F not available

    3.22% of the 13F portfolio, value $29,944,395.

    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).