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Wescott Financial Advisory Group, LLC: IWP position timeline

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

Wescott Financial Advisory Group, LLC held 338,838 IWP 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 338,838 shares
    Change vs previous 13F +920 shares

    3.84% of the 13F portfolio, value $49,609,253.

    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 337,918 shares
    Change vs previous 13F +476 shares

    3.8% of the 13F portfolio, value $43,294,005.

    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 337,442 shares
    Change vs previous 13F -796 shares

    4.03% of the 13F portfolio, value $46,209,286.

    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 338,238 shares
    Change vs previous 13F -10,135 shares

    4.32% of the 13F portfolio, value $48,168,488.

    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 348,373 shares
    Change vs previous 13F -12,690 shares

    4.62% of the 13F portfolio, value $48,312,444.

    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 361,063 shares
    Change vs previous 13F +19,329 shares

    4.4% of the 13F portfolio, value $42,421,315.

    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 341,734 shares
    Change vs previous 13F +283,065 shares

    4.49% of the 13F portfolio, value $43,314,726.

    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 58,669 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $6,881,246.

    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).