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Wescott Financial Advisory Group, LLC: IWS position timeline

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

Wescott Financial Advisory Group, LLC held 175,179 IWS 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 175,179 shares
    Change vs previous 13F -5,711 shares

    2.23% of the 13F portfolio, value $28,834,480.

    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 180,890 shares
    Change vs previous 13F -24,649 shares

    2.31% of the 13F portfolio, value $26,362,937.

    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 205,539 shares
    Change vs previous 13F -4,689 shares

    2.53% of the 13F portfolio, value $28,991,274.

    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 210,228 shares
    Change vs previous 13F -4,067 shares

    2.63% of the 13F portfolio, value $29,362,570.

    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 214,295 shares
    Change vs previous 13F -2,487 shares

    2.71% of the 13F portfolio, value $28,316,977.

    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 216,782 shares
    Change vs previous 13F -13,380 shares

    2.83% of the 13F portfolio, value $27,308,049.

    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 230,162 shares
    Change vs previous 13F -5,787 shares

    3.08% of the 13F portfolio, value $29,769,214.

    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 235,949 shares
    Change vs previous 13F not available

    3.35% of the 13F portfolio, value $31,204,287.

    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).