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Wescott Financial Advisory Group, LLC: LQD position timeline

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

Wescott Financial Advisory Group, LLC held 45,969 LQD 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 45,969 shares
    Change vs previous 13F +2,283 shares

    0.39% of the 13F portfolio, value $5,013,852.

    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 43,686 shares
    Change vs previous 13F +6,860 shares

    0.42% of the 13F portfolio, value $4,761,336.

    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 36,826 shares
    Change vs previous 13F +3,831 shares

    0.35% of the 13F portfolio, value $4,057,904.

    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 32,995 shares
    Change vs previous 13F +2,192 shares

    0.33% of the 13F portfolio, value $3,677,989.

    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 30,803 shares
    Change vs previous 13F +1,546 shares

    0.32% of the 13F portfolio, value $3,376,293.

    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 29,257 shares
    Change vs previous 13F +2,837 shares

    0.33% of the 13F portfolio, value $3,179,949.

    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 26,420 shares
    Change vs previous 13F +3,639 shares

    0.29% of the 13F portfolio, value $2,822,740.

    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 22,781 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,573,841.

    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).